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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$148.71
Change+$0.80 (+0.54%)
VolumeN/A
Net Assets1.82T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Jul 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: 1.82T vs. SDVGX (247M). VTSMX pays higher dividends than SDVGX: VTSMX (1.12) vs SDVGX (1.03). 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 : 12.83 vs. SDVGX (1.33). VTSMX return over 5 years is better than : 92.88 vs. SDVGX (31.73).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.827 | 4.945 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 1.82T | 0% |
| Annual Yield % from dividends | 1.03 | 1.12 | 93% |
| Returns for 1 year | 1.33 | 12.83 | 10% |
| Returns for 3 years | 20.68 | 59.83 | 35% |
| Returns for 5 years | 31.73 | 92.88 | 34% |
| Returns for 10 years | 11.60 | 192.85 | 6% |
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