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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
Jul 02, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. SDVGX (244M). VTSMX pays higher dividends than SDVGX: VTSMX (0.99) vs SDVGX (0.91). 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 : 20.87 vs. SDVGX (8.95). VTSMX return over 5 years is better than : 64.63 vs. SDVGX (9.96).
| 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 | 6.776 | 9.577 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 2.31T | 0% |
| Annual Yield % from dividends | 0.91 | 0.99 | 92% |
| Returns for 1 year | 8.95 | 20.87 | 43% |
| Returns for 3 years | 27.51 | 66.99 | 41% |
| Returns for 5 years | 9.96 | 64.63 | 15% |
| Returns for 10 years | 31.69 | 254.75 | 12% |
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