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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SDVGX vs VTSMX Comparison Chart
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SDVGX vs. VTSMX commentary
Sep 21, 2024
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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SDVGX (246M). VTSMX (1.26) and SDVGX (1.26) have matching dividends . SDVGX was incepted earlier than VTSMX: SDVGX (21 years) vs VTSMX (32 years). SDVGX is a more actively managed with annual turnover of: 51.49 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 : 25.89 vs. SDVGX (20.22). VTSMX return over 5 years is better than : 82.93 vs. SDVGX (23.51).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 15.985 | 16.884 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.72T | 0% |
| Annual Yield % from dividends | 1.26 | 1.26 | 100% |
| Returns for 1 year | 20.22 | 25.89 | 78% |
| Returns for 3 years | 0.24 | 21.33 | 1% |
| Returns for 5 years | 23.51 | 82.93 | 28% |
| Returns for 10 years | 5.29 | 178.97 | 3% |
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