SDVGX
Price
$17.50
Change
+$0.12 (+0.69%)
Updated
Sep 4 closing price
Net Assets
224.99M
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 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$17.50
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets224.99M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
SDVGX vs VSMPX Comparison Chart in %
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VS
SDVGX vs. VSMPX commentary
Sep 06, 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 (225M). 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 : 16.86 vs. SDVGX (3.53). VSMPX return over 5 years is better than : 83.77 vs. SDVGX (27.08).
SDVGXVSMPXSDVGX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence22 years10 years-
Gain YTD11.3459.606118%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets225M1.95T0%
Annual Yield % from dividends0.991.1785%
Returns for 1 year3.5316.8621%
Returns for 3 years21.9161.8535%
Returns for 5 years27.0883.7732%
Returns for 10 years24.36220.1411%
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