SDVSX
Price
$17.29
Change
+$0.18 (+1.05%)
Updated
Aug 22 closing price
Net Assets
223.98M
VFIAX
Price
$597.75
Change
+$8.96 (+1.52%)
Updated
Aug 22 closing price
Net Assets
1.33T
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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$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets223.98M
Vanguard 500 Index Admiral
Price$597.75
Change+$8.96 (+1.52%)
VolumeN/A
Net Assets1.33T
SDVSX vs VFIAX Comparison Chart in %
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SDVSX vs. VFIAX commentary
Aug 25, 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 Buy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. SDVSX (224M). VFIAX pays higher dividends than SDVSX: VFIAX (1.18) vs SDVSX (0.74). SDVSX was incepted earlier than VFIAX: SDVSX (19 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 : 16.15 vs. SDVSX (3.10). VFIAX return over 5 years is better than : 90.44 vs. SDVSX (26.33).
SDVSXVFIAXSDVSX / VFIAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence19 years25 years-
Gain YTD11.47510.156113%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets224M1.33T0%
Annual Yield % from dividends0.741.1863%
Returns for 1 year3.1016.1519%
Returns for 3 years15.9256.6928%
Returns for 5 years26.3390.4429%
Returns for 10 years24.02246.3210%
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