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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SDVSX vs VTSMX Comparison Chart
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SDVSX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SDVSX (246M). VTSMX pays higher dividends than SDVSX: VTSMX (1.26) vs SDVSX (1.05). SDVSX was incepted earlier than VTSMX: SDVSX (19 years) vs VTSMX (33 years). SDVSX is a more actively managed with annual turnover of: 51.49 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SDVSX: VTSMX (3000) vs SDVSX (5000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. SDVSX (20.73). VTSMX return over 5 years is better than : 83.72 vs. SDVSX (19.98).
| SDVSX | VTSMX | SDVSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 18.801 | 22.392 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.73T | 0% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 20.73 | 30.52 | 68% |
| Returns for 3 years | -3.28 | 19.91 | -16% |
| Returns for 5 years | 19.98 | 83.72 | 24% |
| Returns for 10 years | 2.64 | 186.07 | 1% |