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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SDVSX vs VTSMX Comparison Chart
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SDVSX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SDVSX (246M). VTSMX pays higher dividends than SDVSX: VTSMX (1.26) vs SDVSX (1.05). SDVSX was incepted earlier than VTSMX: SDVSX (18 years) vs VTSMX (32 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 : 25.89 vs. SDVSX (19.93). VTSMX return over 5 years is better than : 82.93 vs. SDVSX (21.63).
| SDVSX | VTSMX | SDVSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 15.745 | 16.884 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.72T | 0% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 19.93 | 25.89 | 77% |
| Returns for 3 years | -0.71 | 21.33 | -3% |
| Returns for 5 years | 21.63 | 82.93 | 26% |
| Returns for 10 years | 2.24 | 178.97 | 1% |