Ad is loading...
SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SDVGX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SDVGX vs. VTSMX commentary
May 10, 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: 1.72T vs. SDVGX (227M). VTSMX pays higher dividends than SDVGX: VTSMX (1.26) vs SDVGX (1.13). SDVGX was incepted earlier than VTSMX: SDVGX (21 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 : 8.01 vs. SDVGX (-3.52). VTSMX return over 5 years is better than : 89.29 vs. SDVGX (27.89).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | -2.245 | -3.965 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 1.72T | 0% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | -3.52 | 8.01 | -44% |
| Returns for 3 years | 6.44 | 40.15 | 16% |
| Returns for 5 years | 27.89 | 89.29 | 31% |
| Returns for 10 years | 1.37 | 165.40 | 1% |