SDVGX
Price
$17.50
Change
+$0.12 (+0.69%)
Updated
Sep 4 closing price
Net Assets
224.99M
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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SDVGX vs VTSMX

Header iconSDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMXBanner chart's image
Sit Dividend Growth I
Price$17.50
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets224.99M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Sep 06, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SDVGX (225M). 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 : 18.26 vs. SDVGX (3.53). VTSMX return over 5 years is better than : 85.31 vs. SDVGX (27.08).
SDVGXVTSMXSDVGX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio1.000.14714%
Fund Existence22 years33 years-
Gain YTD11.34510.550108%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets225M1.95T0%
Annual Yield % from dividends0.991.0793%
Returns for 1 year3.5318.2619%
Returns for 3 years21.9163.9534%
Returns for 5 years27.0885.3132%
Returns for 10 years24.36224.8011%
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