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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$158.23
Change-$0.13 (-0.08%)
VolumeN/A
Net Assets1.95T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Sep 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SDVGX (229M). VTSMX pays higher dividends than SDVGX: VTSMX (1.07) vs SDVGX (0.99). SDVGX was incepted earlier than VTSMX: SDVGX (22 years) vs VTSMX (33 years). SDVGX (1.00) is less costly to investors than VTSMX (0.14). SDVGX is a more actively managed with annual turnover of: 41.64 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SDVGX: VTSMX (3000) vs SDVGX (100000). VTSMX annual gain was more profitable for investors over the last year : 17.18 vs. SDVGX (4.14). VTSMX return over 5 years is better than : 93.18 vs. SDVGX (32.13).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 13.715 | 12.360 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 1.95T | 0% |
| Annual Yield % from dividends | 0.99 | 1.07 | 93% |
| Returns for 1 year | 4.14 | 17.18 | 24% |
| Returns for 3 years | 25.61 | 67.66 | 38% |
| Returns for 5 years | 32.13 | 93.18 | 34% |
| Returns for 10 years | 25.09 | 231.44 | 11% |
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