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SDVGX vs VTSAX
SDVGX vs VTSAX Comparison
Open Charts SDVGX vs VTSAX
SDVGX vs VTSAX Comparison Chart in %
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SDVGX vs. VTSAX commentary
Jun 22, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. SDVGX (243M). VTSAX pays higher dividends than SDVGX: VTSAX (1.00) vs SDVGX (0.92). SDVGX was incepted earlier than VTSAX: SDVGX (22 years) vs VTSAX (26 years). SDVGX (0.70) is less costly to investors than VTSAX (0.04). SDVGX is a more actively managed with annual turnover of: 48.72 vs. VTSAX (3.00). VTSAX has a lower initial minimum investment than SDVGX: VTSAX (3000) vs SDVGX (100000). VTSAX annual gain was more profitable for investors over the last year : 25.92 vs. SDVGX (12.54). VTSAX return over 5 years is better than : 71.55 vs. SDVGX (14.29).
| SDVGX | VTSAX | SDVGX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 6.657 | 10.396 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 2.31T | 0% |
| Annual Yield % from dividends | 0.92 | 1.00 | 92% |
| Returns for 1 year | 12.54 | 25.92 | 48% |
| Returns for 3 years | 24.84 | 68.98 | 36% |
| Returns for 5 years | 14.29 | 71.55 | 20% |
| Returns for 10 years | 33.06 | 261.21 | 13% |
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