SDVSX
Price
$16.00
Change
-$0.02 (-0.12%)
Updated
Jun 20 closing price
Net Assets
238.39M
VSMPX
Price
$268.05
Change
-$0.56 (-0.21%)
Updated
Jun 20 closing price
Net Assets
1.82T
Interact to see
Advertisement

SDVSX vs VSMPX

Header iconSDVSX vs VSMPX Comparison
Open Charts SDVSX vs VSMPXBanner chart's image
Sit Dividend Growth S
Price$16.00
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets238.39M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.05
Change-$0.56 (-0.21%)
VolumeN/A
Net Assets1.82T
SDVSX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SDVSX vs. VSMPX commentary
Jun 21, 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 VSMPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SDVSX (238M). VSMPX pays higher dividends than SDVSX: VSMPX (1.29) vs SDVSX (0.79). SDVSX was incepted earlier than VSMPX: SDVSX (19 years) vs VSMPX (10 years). SDVSX (1.25) is less costly to investors than VSMPX (0.02). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VSMPX (2.00). SDVSX has a lower initial minimum investment than VSMPX: SDVSX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.62 vs. SDVSX (-2.17). VSMPX return over 5 years is better than : 87.96 vs. SDVSX (26.33).
SDVSXVSMPXSDVSX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio1.250.026,250%
Fund Existence19 years10 years-
Gain YTD3.0661.556197%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets238M1.82T0%
Annual Yield % from dividends0.791.2961%
Returns for 1 year-2.179.62-23%
Returns for 3 years17.8756.8531%
Returns for 5 years26.3387.9630%
Returns for 10 years2.24167.401%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CIVB21.92-0.05
-0.20%
Civista Bancshares
HP17.11-0.27
-1.55%
Helmerich & Payne
COEP7.59-0.12
-1.62%
Coeptis Therapeutics Holdings Inc
FLUT263.75-8.72
-3.20%
Flutter Entertainment plc
TUYA2.34-0.18
-7.14%
Tuya