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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.73
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
SDVGX vs VTSMX Comparison Chart
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SDVGX vs. VTSMX commentary
Jun 04, 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 (236M). VTSMX pays higher dividends than SDVGX: VTSMX (1.18) vs SDVGX (1.08). 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 : 11.97 vs. SDVGX (0.39). VTSMX return over 5 years is better than : 85.27 vs. SDVGX (25.57).
| 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 | 1.908 | 0.582 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.18 | 91% |
| Returns for 1 year | 0.39 | 11.97 | 3% |
| Returns for 3 years | 7.93 | 41.91 | 19% |
| Returns for 5 years | 25.57 | 85.27 | 30% |
| Returns for 10 years | 5.43 | 177.44 | 3% |
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