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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
Sep 20, 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: 2.34T vs. SDVGX (244M). VTSAX pays higher dividends than SDVGX: VTSAX (1.02) vs SDVGX (0.88). SDVGX was incepted earlier than VTSAX: SDVGX (23 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: 43.80 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 : 14.91 vs. SDVGX (3.59). VTSAX return over 5 years is better than : 64.69 vs. SDVGX (9.06).
| 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 | 23 years | 26 years | - |
| Gain YTD | 8.746 | 12.095 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 2.34T | 0% |
| Annual Yield % from dividends | 0.88 | 1.02 | 86% |
| Returns for 1 year | 3.59 | 14.91 | 24% |
| Returns for 3 years | 30.80 | 70.87 | 43% |
| Returns for 5 years | 9.06 | 64.69 | 14% |
| Returns for 10 years | 31.88 | 254.31 | 13% |
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