SDVGX
Price
$18.55
Change
-$0.09 (-0.48%)
Updated
Aug 31 closing price
Net Assets
249.98M
VSMPX
Price
$345.28
Change
-$1.16 (-0.33%)
Updated
Aug 31 closing price
Net Assets
2.29T
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SDVGX vs VSMPX

SDVGX vs VSMPX Comparison Chart in %
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VS
SDVGX vs. VSMPX commentary
Sep 02, 2026

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 StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.29T vs. SDVGX (250M). VSMPX pays higher dividends than SDVGX: VSMPX (1.07) vs SDVGX (0.88). SDVGX was incepted earlier than VSMPX: SDVGX (23 years) vs VSMPX (11 years). SDVGX (0.70) is less costly to investors than VSMPX (0.02). SDVGX is a more actively managed with annual turnover of: 48.72 vs. VSMPX (3.00). 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 : 19.36 vs. SDVGX (8.06). VSMPX return over 5 years is better than : 63.21 vs. SDVGX (8.83).
SDVGXVSMPXSDVGX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio0.700.023,500%
Fund Existence23 years11 years-
Gain YTD10.76613.18982%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets250M2.29T0%
Annual Yield % from dividends0.881.0783%
Returns for 1 year8.0619.3642%
Returns for 3 years31.5169.3945%
Returns for 5 years8.8363.2114%
Returns for 10 years31.70240.2313%
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