SDVGX
Price
$17.35
Change
-$0.04 (-0.23%)
Updated
Aug 15 closing price
Net Assets
223.61M
VTSAX
Price
$154.04
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
Interact to see
Advertisement

SDVGX vs VTSAX

Header iconSDVGX vs VTSAX Comparison
Open Charts SDVGX vs VTSAXBanner chart's image
Sit Dividend Growth I
Price$17.35
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets223.61M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SDVGX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SDVGX vs. VTSAX commentary
Aug 16, 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 StrongBuy and VTSAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SDVGX (224M). VTSAX pays higher dividends than SDVGX: VTSAX (1.18) vs SDVGX (1.01). SDVGX was incepted earlier than VTSAX: SDVGX (22 years) vs VTSAX (25 years). SDVGX (1.00) is less costly to investors than VTSAX (0.04). SDVGX is a more actively managed with annual turnover of: 41.64 vs. VTSAX (2.00). 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 : 16.53 vs. SDVGX (3.89). VTSAX return over 5 years is better than : 86.35 vs. SDVGX (28.11).
SDVGXVTSAXSDVGX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio1.000.042,500%
Fund Existence22 years25 years-
Gain YTD11.4099.566119%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets224M1.91T0%
Annual Yield % from dividends1.011.1885%
Returns for 1 year3.8916.5324%
Returns for 3 years12.8347.2127%
Returns for 5 years28.1186.3533%
Returns for 10 years14.60203.987%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCIKX17.110.05
+0.29%
NYLI PineStone International Eq Inv Cl
PJGCX14.45N/A
N/A
PGIM Jennison Focused Value C
OGICX39.45N/A
N/A
Invesco Global Opportunities C
VICVX25.02N/A
N/A
USA Mutuals Vice Institutional
MLRMX9.98-0.03
-0.30%
NYLI Winslow Large Cap Growth SIMPLE Cl