SDVSX
Price
$16.67
Change
-$0.00 (-0.00%)
Updated
Jul 10 closing price
Net Assets
247.78M
VSMPX
Price
$281.61
Change
+$0.77 (+0.27%)
Updated
Jul 10 closing price
Net Assets
1.91T
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SDVSX vs VSMPX

Header iconSDVSX vs VSMPX Comparison
Open Charts SDVSX vs VSMPXBanner chart's image
Sit Dividend Growth S
Price$16.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets247.78M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.61
Change+$0.77 (+0.27%)
VolumeN/A
Net Assets1.91T
SDVSX vs VSMPX Comparison Chart in %
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VS
SDVSX vs. VSMPX commentary
Jul 12, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SDVSX (248M). VSMPX pays higher dividends than SDVSX: VSMPX (1.22) vs SDVSX (0.76). 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 : 11.87 vs. SDVSX (-0.19). VSMPX return over 5 years is better than : 91.87 vs. SDVSX (29.43).
SDVSXVSMPXSDVSX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio1.250.026,250%
Fund Existence19 years10 years-
Gain YTD7.2476.195117%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets248M1.91T0%
Annual Yield % from dividends0.761.2262%
Returns for 1 year-0.1911.87-2%
Returns for 3 years20.0060.5433%
Returns for 5 years29.4391.8732%
Returns for 10 years7.65184.464%
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