SDVGX
Price
$17.77
Change
+$0.02 (+0.11%)
Updated
Sep 17 closing price
Net Assets
229.11M
VSMPX
Price
$296.99
Change
-$0.23 (-0.08%)
Updated
Sep 17 closing price
Net Assets
1.95T
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SDVGX vs VSMPX

Header iconSDVGX vs VSMPX Comparison
Open Charts SDVGX vs VSMPXBanner chart's image
Sit Dividend Growth I
Price$17.77
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets229.11M
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.99
Change-$0.23 (-0.08%)
VolumeN/A
Net Assets1.95T
SDVGX vs VSMPX Comparison Chart in %
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SDVGX vs. VSMPX commentary
Sep 18, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SDVGX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. SDVGX (229M). VSMPX pays higher dividends than SDVGX: VSMPX (1.17) vs SDVGX (0.99). SDVGX was incepted earlier than VSMPX: SDVGX (22 years) vs VSMPX (10 years). SDVGX (1.00) is less costly to investors than VSMPX (0.02). SDVGX is a more actively managed with annual turnover of: 41.64 vs. VSMPX (2.00). SDVGX has a lower initial minimum investment than VSMPX: SDVGX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.20 vs. SDVGX (4.14). VSMPX return over 5 years is better than : 93.27 vs. SDVGX (32.13).
SDVGXVSMPXSDVGX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence22 years10 years-
Gain YTD13.71512.389111%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets229M1.95T0%
Annual Yield % from dividends0.991.1785%
Returns for 1 year4.1417.2024%
Returns for 3 years25.6167.7338%
Returns for 5 years32.1393.2734%
Returns for 10 years25.09221.6411%
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