SDVSX
Price
$17.95
Change
-$0.04 (-0.22%)
Updated
Oct 7 closing price
Net Assets
232.44M
VFINX
Price
$619.94
Change
-$2.37 (-0.38%)
Updated
Oct 7 closing price
Net Assets
1.41T
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SDVSX vs VFINX

Header iconSDVSX vs VFINX Comparison
Open Charts SDVSX vs VFINXBanner chart's image
Sit Dividend Growth S
Price$17.95
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets232.44M
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
SDVSX vs VFINX Comparison Chart in %
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VS
SDVSX vs. VFINX 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 VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. SDVSX (232M). VFINX pays higher dividends than SDVSX: VFINX (1.05) vs SDVSX (0.71). SDVSX was incepted earlier than VFINX: SDVSX (20 years) vs VFINX (49 years). SDVSX (1.25) is less costly to investors than VFINX (0.14). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SDVSX: VFINX (0) vs SDVSX (5000). VFINX annual gain was more profitable for investors over the last year : 18.40 vs. SDVSX (5.53). VFINX return over 5 years is better than : 95.79 vs. SDVSX (28.54).
SDVSXVFINXSDVSX / VFINX
Total Expense Ratio0.950.14679%
Annual Report Gross Expense Ratio1.250.14893%
Fund Existence20 years49 years-
Gain YTD15.98814.677109%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets232M1.41T0%
Annual Yield % from dividends0.711.0568%
Returns for 1 year5.5318.4030%
Returns for 3 years34.4385.4240%
Returns for 5 years28.5495.7930%
Returns for 10 years21.45235.089%
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