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SDVSX vs VTSAX
SDVSX vs VTSAX Comparison
Open Charts SDVSX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SDVSX vs VTSAX Comparison Chart
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VS
VS
SDVSX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SDVSX (227M). VTSAX pays higher dividends than SDVSX: VTSAX (1.36) vs SDVSX (0.88). 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 : 8.02 vs. SDVSX (-3.80). VTSAX return over 5 years is better than : 89.30 vs. SDVSX (26.01).
| SDVSX | VTSAX | SDVSX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -2.339 | -3.962 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 1.72T | 0% |
| Annual Yield % from dividends | 0.88 | 1.36 | 64% |
| Returns for 1 year | -3.80 | 8.02 | -47% |
| Returns for 3 years | 5.52 | 40.17 | 14% |
| Returns for 5 years | 26.01 | 89.30 | 29% |
| Returns for 10 years | -1.64 | 165.99 | -1% |
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