SDVSX
Price
$17.95
Change
-$0.04 (-0.22%)
Updated
Oct 7 closing price
Net Assets
232.44M
VFIAX
Price
$619.84
Change
-$2.37 (-0.38%)
Updated
Oct 7 closing price
Net Assets
1.41T
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SDVSX vs VFIAX

Header iconSDVSX vs VFIAX Comparison
Open Charts SDVSX vs VFIAXBanner chart's image
Sit Dividend Growth S
Price$17.95
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets232.44M
Vanguard 500 Index Admiral
Price$619.84
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
SDVSX vs VFIAX Comparison Chart in %
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VS
SDVSX vs. VFIAX commentary
Oct 08, 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 SDVSX is a Hold and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SDVSX (232M). VFIAX pays higher dividends than SDVSX: VFIAX (1.14) vs SDVSX (0.71). SDVSX was incepted earlier than VFIAX: SDVSX (20 years) vs VFIAX (25 years). SDVSX (1.25) is less costly to investors than VFIAX (0.04). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SDVSX: VFIAX (3000) vs SDVSX (5000). VFIAX annual gain was more profitable for investors over the last year : 18.41 vs. SDVSX (5.53). VFIAX return over 5 years is better than : 95.80 vs. SDVSX (28.54).
SDVSXVFIAXSDVSX / VFIAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence20 years25 years-
Gain YTD15.98814.679109%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets232M1.41T0%
Annual Yield % from dividends0.711.1462%
Returns for 1 year5.5318.4130%
Returns for 3 years34.4385.4440%
Returns for 5 years28.5495.8030%
Returns for 10 years21.45235.069%
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