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SDYAX vs VTSMX
SDYAX vs VTSMX Comparison
Open Charts SDYAX vs VTSMX
SEI Dynamic Asset Allocation F (SIMT)
Price$15.57
Change+$1.36 (+9.57%)
VolumeN/A
Net Assets651.42M
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
SDYAX vs VTSMX Comparison Chart
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SDYAX vs. VTSMX commentary
Apr 11, 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 SDYAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SDYAX (651M). SDYAX pays higher dividends than VTSMX: SDYAX (2.60) vs VTSMX (1.25). SDYAX was incepted earlier than VTSMX: SDYAX (10 years) vs VTSMX (33 years). SDYAX (1.18) is less costly to investors than VTSMX (0.14). SDYAX is a more actively managed with annual turnover of: 14.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SDYAX: VTSMX (3000) vs SDYAX (100000). VTSMX annual gain was more profitable for investors over the last year : -5.43 vs. SDYAX (-10.22). VTSMX return over 5 years is better than : 75.41 vs. SDYAX (32.55).
| SDYAX | VTSMX | SDYAX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 1.18 | 0.14 | 843% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -14.706 | -15.905 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 1.7T | 0% |
| Annual Yield % from dividends | 2.60 | 1.25 | 208% |
| Returns for 1 year | -10.22 | -5.43 | 188% |
| Returns for 3 years | -16.46 | 8.73 | -189% |
| Returns for 5 years | 32.55 | 75.41 | 43% |
| Returns for 10 years | N/A | 131.53 | - |
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