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Analysis and predictions SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$110.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SDVGX vs VTSMX Comparison Chart
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SDVGX vs. VTSMX commentary
Dec 01, 2023
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: 1.27T vs. SDVGX (220M). VTSMX pays higher dividends than SDVGX: VTSMX (1.51) vs SDVGX (1.40). SDVGX was incepted earlier than VTSMX: SDVGX (20 years) vs VTSMX (32 years). SDVGX (1.00) is less costly to investors than VTSMX (0.14). SDVGX is a more actively managed with annual turnover of: 51.49 vs. VTSMX (3.00). 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 : 10.92 vs. SDVGX (-3.76). VTSMX return over 5 years is better than : 60.50 vs. SDVGX (-4.72).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 10.896 | 18.362 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | 100000 | N/A | - |
| Net Assets | 220M | 1.27T | 0% |
| Annual Yield % from dividends | 1.40 | 1.51 | 93% |
| Returns for 1 year | -3.76 | 10.92 | -34% |
| Returns for 3 years | -0.54 | 21.19 | -3% |
| Returns for 5 years | -4.72 | 60.50 | -8% |
| Returns for 10 years | -2.51 | 155.86 | -2% |
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