Ad is loading...
SDVSX vs VSMPX
SDVSX vs VSMPX Comparison
Open Charts SDVSX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
SDVSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SDVSX vs. VSMPX commentary
May 10, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SDVSX (227M). VSMPX pays higher dividends than SDVSX: VSMPX (1.37) vs SDVSX (0.88). 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 : 8.03 vs. SDVSX (-3.80). VSMPX return over 5 years is better than : 89.37 vs. SDVSX (26.01).
| SDVSX | VSMPX | SDVSX / VSMPX | |
| Total Expense Ratio | 0.95 | 0.02 | 4,750% |
| Annual Report Gross Expense Ratio | 1.25 | 0.02 | 6,250% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -2.339 | -3.953 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 1.72T | 0% |
| Annual Yield % from dividends | 0.88 | 1.37 | 64% |
| Returns for 1 year | -3.80 | 8.03 | -47% |
| Returns for 3 years | 5.52 | 40.22 | 14% |
| Returns for 5 years | 26.01 | 89.37 | 29% |
| Returns for 10 years | -1.64 | 157.53 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...