SDVSX
Price
$17.29
Change
+$0.18 (+1.05%)
Updated
Aug 22 closing price
Net Assets
223.98M
VFINX
Price
$597.78
Change
+$8.97 (+1.52%)
Updated
Aug 22 closing price
Net Assets
1.33T
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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$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets223.98M
Vanguard 500 Index Investor
Price$597.78
Change+$8.97 (+1.52%)
VolumeN/A
Net Assets1.33T
SDVSX vs VFINX Comparison Chart in %
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SDVSX vs. VFINX 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 VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. SDVSX (224M). VFINX pays higher dividends than SDVSX: VFINX (1.09) vs SDVSX (0.74). SDVSX was incepted earlier than VFINX: SDVSX (19 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 : 16.15 vs. SDVSX (3.10). VFINX return over 5 years is better than : 90.45 vs. SDVSX (26.33).
SDVSXVFINXSDVSX / VFINX
Total Expense Ratio0.950.14679%
Annual Report Gross Expense Ratio1.250.14893%
Fund Existence19 years49 years-
Gain YTD11.47510.143113%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets224M1.33T0%
Annual Yield % from dividends0.741.0968%
Returns for 1 year3.1016.1519%
Returns for 3 years15.9256.6928%
Returns for 5 years26.3390.4529%
Returns for 10 years24.02246.3610%
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