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DIVGX vs VTSMX
DIVGX vs VTSMX Comparison
Open Charts DIVGX vs VTSMX
Guardian Capital Dividend Growth Instl
Price$16.94
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets45.72M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
DIVGX vs VTSMX Comparison Chart
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DIVGX vs. VTSMX commentary
Jan 19, 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 DIVGX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. DIVGX (45.7M). VTSMX (1.26) and DIVGX (1.25) have matching dividends . DIVGX was incepted earlier than VTSMX: DIVGX (6 years) vs VTSMX (33 years). DIVGX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). DIVGX has a lower initial minimum investment than VTSMX: DIVGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. DIVGX (18.56). VTSMX return over 5 years is better than : 76.07 vs. DIVGX (61.50).
| DIVGX | VTSMX | DIVGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 2.171 | 2.241 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 1.78T | 0% |
| Annual Yield % from dividends | 1.25 | 1.26 | 99% |
| Returns for 1 year | 18.56 | 25.24 | 74% |
| Returns for 3 years | 24.99 | 28.94 | 86% |
| Returns for 5 years | 61.50 | 76.07 | 81% |
| Returns for 10 years | N/A | 194.99 | - |
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