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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SDVSX vs VTSMX Comparison Chart
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SDVSX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SDVSX (227M). VTSMX pays higher dividends than SDVSX: VTSMX (1.26) vs SDVSX (0.88). 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 : 8.01 vs. SDVSX (-3.80). VTSMX return over 5 years is better than : 89.29 vs. SDVSX (26.01).
| 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 | -2.339 | -3.965 | 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 | 1.26 | 70% |
| Returns for 1 year | -3.80 | 8.01 | -47% |
| Returns for 3 years | 5.52 | 40.15 | 14% |
| Returns for 5 years | 26.01 | 89.29 | 29% |
| Returns for 10 years | -1.64 | 165.40 | -1% |