SDVGX
Price
$16.83
Change
+$0.09 (+0.54%)
Updated
Jul 17 closing price
Net Assets
246.82M
VTSAX
Price
$150.50
Change
+$0.91 (+0.61%)
Updated
Jul 17 closing price
Net Assets
1.91T
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SDVGX vs VTSAX

Header iconSDVGX vs VTSAX Comparison
Open Charts SDVGX vs VTSAXBanner chart's image
Sit Dividend Growth I
Price$16.83
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets246.82M
Vanguard Total Stock Mkt Idx Adm
Price$150.50
Change+$0.91 (+0.61%)
VolumeN/A
Net Assets1.91T
SDVGX vs VTSAX Comparison Chart in %
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SDVGX vs. VTSAX commentary
Jul 18, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SDVGX (247M). VTSAX pays higher dividends than SDVGX: VTSAX (1.21) vs SDVGX (1.03). 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 : 11.80 vs. SDVGX (-0.58). VTSAX return over 5 years is better than : 89.12 vs. SDVGX (27.46).
SDVGXVTSAXSDVGX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio1.000.042,500%
Fund Existence22 years25 years-
Gain YTD7.2446.118118%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets247M1.91T0%
Annual Yield % from dividends1.031.2185%
Returns for 1 year-0.5811.80-5%
Returns for 3 years21.9661.2336%
Returns for 5 years27.4689.1231%
Returns for 10 years10.26190.515%
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