SDVSX
Price
$17.29
Change
+$0.18 (+1.05%)
Updated
Aug 22 closing price
Net Assets
223.98M
VTSAX
Price
$154.86
Change
+$2.59 (+1.70%)
Updated
Aug 22 closing price
Net Assets
1.91T
Interact to see
Advertisement

SDVSX vs VTSAX

Header iconSDVSX vs VTSAX Comparison
Open Charts SDVSX vs VTSAXBanner chart's image
Sit Dividend Growth S
Price$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets223.98M
Vanguard Total Stock Mkt Idx Adm
Price$154.86
Change+$2.59 (+1.70%)
VolumeN/A
Net Assets1.91T
SDVSX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SDVSX vs. VTSAX 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 VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SDVSX (224M). VTSAX pays higher dividends than SDVSX: VTSAX (1.18) vs SDVSX (0.74). SDVSX was incepted earlier than VTSAX: SDVSX (19 years) vs VTSAX (25 years). SDVSX (1.25) is less costly to investors than VTSAX (0.04). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SDVSX: VTSAX (3000) vs SDVSX (5000). VTSAX annual gain was more profitable for investors over the last year : 16.18 vs. SDVSX (3.10). VTSAX return over 5 years is better than : 85.51 vs. SDVSX (26.33).
SDVSXVTSAXSDVSX / VTSAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence19 years25 years-
Gain YTD11.4759.857116%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets224M1.91T0%
Annual Yield % from dividends0.741.1863%
Returns for 1 year3.1016.1819%
Returns for 3 years15.9254.2129%
Returns for 5 years26.3385.5131%
Returns for 10 years24.02241.2910%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APPLX16.530.36
+2.23%
Appleseed Investor
PVEJX16.160.33
+2.08%
Principal MidCap Value I J
PORIX61.440.82
+1.35%
Trillium ESG Global Equity Institutional
MLAIX13.130.16
+1.23%
NYLI Winslow Large Cap Growth Class I
DVRPX17.970.20
+1.13%
UBS US Dividend Ruler P2