Ad is loading...
Compare predictions SDVGX vs VTSAX
SDVGX vs VTSAX Comparison
Open Charts SDVGX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$110.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SDVGX vs VTSAX Comparison Chart
Loading...
SDVGX vs. VTSAX commentary
Dec 01, 2023
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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.27T vs. SDVGX (220M). VTSAX pays higher dividends than SDVGX: VTSAX (1.61) vs SDVGX (1.40). SDVGX was incepted earlier than VTSAX: SDVGX (20 years) vs VTSAX (23 years). SDVGX (1.00) is less costly to investors than VTSAX (0.04). SDVGX is a more actively managed with annual turnover of: 51.49 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 : 10.93 vs. SDVGX (-3.76). VTSAX return over 5 years is better than : 60.51 vs. SDVGX (-4.72).
| SDVGX | VTSAX | SDVGX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.896 | 18.388 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | 100000 | N/A | - |
| Net Assets | 220M | 1.27T | 0% |
| Annual Yield % from dividends | 1.40 | 1.61 | 87% |
| Returns for 1 year | -3.76 | 10.93 | -34% |
| Returns for 3 years | -0.54 | 21.19 | -3% |
| Returns for 5 years | -4.72 | 60.51 | -8% |
| Returns for 10 years | -2.51 | 156.72 | -2% |