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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$150.08
Change+$0.42 (+0.28%)
VolumeN/A
Net Assets1.91T
SDVSX vs VTSMX Comparison Chart in %
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SDVSX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SDVSX (248M). VTSMX pays higher dividends than SDVSX: VTSMX (1.12) vs SDVSX (0.76). SDVSX was incepted earlier than VTSMX: SDVSX (19 years) vs VTSMX (33 years). SDVSX (1.25) is less costly to investors than VTSMX (0.14). SDVSX is a more actively managed with annual turnover of: 41.64 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 : 11.85 vs. SDVSX (-0.19). VTSMX return over 5 years is better than : 91.77 vs. SDVSX (29.43).
| SDVSX | VTSMX | SDVSX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.25 | 0.14 | 893% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 7.247 | 6.187 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 1.91T | 0% |
| Annual Yield % from dividends | 0.76 | 1.12 | 68% |
| Returns for 1 year | -0.19 | 11.85 | -2% |
| Returns for 3 years | 20.00 | 60.46 | 33% |
| Returns for 5 years | 29.43 | 91.77 | 32% |
| Returns for 10 years | 7.65 | 193.12 | 4% |
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