SDVGX
Price
$15.30
Change
+$0.05 (+0.33%)
Updated
May 8 closing price
Net Assets
227.13M
VSMPX
Price
$254.04
Change
+$1.84 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
Ad is loading...

SDVGX vs VSMPX

Header iconSDVGX vs VSMPX Comparison
Open Charts SDVGX vs VSMPXBanner chart's image
Sit Dividend Growth I
Price$15.30
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets227.13M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
SDVGX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SDVGX vs. VSMPX commentary
May 09, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SDVGX (227M). VSMPX pays higher dividends than SDVGX: VSMPX (1.37) vs SDVGX (1.13). SDVGX was incepted earlier than VSMPX: SDVGX (21 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 : 7.86 vs. SDVGX (-3.62). VSMPX return over 5 years is better than : 88.00 vs. SDVGX (26.72).
SDVGXVSMPXSDVGX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence21 years10 years-
Gain YTD-3.140-4.64968%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets227M1.72T0%
Annual Yield % from dividends1.131.3783%
Returns for 1 year-3.627.86-46%
Returns for 3 years2.5939.437%
Returns for 5 years26.7288.0030%
Returns for 10 years-0.30155.00-0%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SPOT657.1024.25
+3.83%
Spotify Technology SA
AAT19.020.11
+0.58%
American Assets Trust
MTLS5.24-0.05
-0.95%
Materialise NV
FRO17.16-0.41
-2.33%
Frontline Plc
MRT3.14-0.19
-5.71%
Marti Technologies