SDVGX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
VTSMX
Price
$110.10
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
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Analysis and predictions SDVGX vs VTSMX

Header iconSDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMXBanner chart's image
Sit Dividend Growth I
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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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VS
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).
SDVGXVTSMXSDVGX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio1.000.14714%
Fund Existence20 years32 years-
Gain YTD10.89618.36259%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRA100000N/A-
Net Assets220M1.27T0%
Annual Yield % from dividends1.401.5193%
Returns for 1 year-3.7610.92-34%
Returns for 3 years-0.5421.19-3%
Returns for 5 years-4.7260.50-8%
Returns for 10 years-2.51155.86-2%
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