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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Aug 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. SDVGX (250M). VTSMX pays higher dividends than SDVGX: VTSMX (0.99) vs SDVGX (0.88). SDVGX was incepted earlier than VTSMX: SDVGX (23 years) vs VTSMX (34 years). SDVGX (0.70) is less costly to investors than VTSMX (0.06). SDVGX is a more actively managed with annual turnover of: 48.72 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than SDVGX: VTSMX (0) vs SDVGX (100000). VTSMX annual gain was more profitable for investors over the last year : 18.61 vs. SDVGX (7.56). VTSMX return over 5 years is better than : 63.71 vs. SDVGX (8.65).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.06 | 1,167% |
| Annual Report Gross Expense Ratio | 0.70 | 0.06 | 1,167% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 10.766 | 13.182 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 2.29T | 0% |
| Annual Yield % from dividends | 0.88 | 0.99 | 89% |
| Returns for 1 year | 7.56 | 18.61 | 41% |
| Returns for 3 years | 31.86 | 70.40 | 45% |
| Returns for 5 years | 8.65 | 63.71 | 14% |
| Returns for 10 years | 32.03 | 251.62 | 13% |
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