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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SDVSX vs VTSMX Comparison Chart
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SDVSX vs. VTSMX commentary
Dec 19, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SDVSX (224M). 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 : 26.90 vs. SDVSX (22.08). VTSMX return over 5 years is better than : 84.16 vs. SDVSX (32.65).
| 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 | 21.250 | 26.352 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.84T | 0% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 22.08 | 26.90 | 82% |
| Returns for 3 years | 10.52 | 27.88 | 38% |
| Returns for 5 years | 32.65 | 84.16 | 39% |
| Returns for 10 years | 17.09 | 192.04 | 9% |