SDVSX
Price
$17.79
Change
-$0.10 (-0.56%)
Updated
Nov 18 closing price
Net Assets
228.67M
VFIAX
Price
$613.90
Change
+$2.31 (+0.38%)
Updated
Nov 19 closing price
Net Assets
1.46T
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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$17.79
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets228.67M
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
SDVSX vs VFIAX Comparison Chart in %
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VS
SDVSX vs. VFIAX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. SDVSX (229M). VFIAX pays higher dividends than SDVSX: VFIAX (1.11) vs SDVSX (0.68). 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: 48.72 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 : 13.26 vs. SDVSX (3.05). VFIAX return over 5 years is better than : 86.40 vs. SDVSX (22.74).
SDVSXVFIAXSDVSX / VFIAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence20 years25 years-
Gain YTD15.57413.652114%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets229M1.46T0%
Annual Yield % from dividends0.681.1161%
Returns for 1 year3.0513.2623%
Returns for 3 years21.4868.3631%
Returns for 5 years22.7486.4026%
Returns for 10 years17.53219.398%
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