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DIVGX vs VTSMX
DIVGX vs VTSMX Comparison
Open Charts DIVGX vs VTSMX
Guardian Capital Dividend Growth Instl
Price$16.61
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets37.11M
Vanguard Total Stock Mkt Idx I
Price$133.73
Change+$0.60 (+0.45%)
VolumeN/A
Net Assets1.81T
DIVGX vs VTSMX Comparison Chart
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DIVGX vs. VTSMX commentary
Apr 02, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. DIVGX (37.1M). VTSMX pays higher dividends than DIVGX: VTSMX (1.25) vs DIVGX (1.12). DIVGX was incepted earlier than VTSMX: DIVGX (6 years) vs VTSMX (33 years). DIVGX (1.59) is less costly to investors than VTSMX (0.14). DIVGX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). DIVGX has a lower initial minimum investment than VTSMX: DIVGX (2500) vs VTSMX (3000). DIVGX annual gain was more profitable for investors over the last year : 8.42 vs. VTSMX (5.27). VTSMX return over 5 years is better than : 123.35 vs. DIVGX (102.27).
| DIVGX | VTSMX | DIVGX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.59 | 0.14 | 1,136% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 0.022 | -5.554 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 1.81T | 0% |
| Annual Yield % from dividends | 1.12 | 1.25 | 89% |
| Returns for 1 year | 8.42 | 5.27 | 160% |
| Returns for 3 years | 22.91 | 19.98 | 115% |
| Returns for 5 years | 102.27 | 123.35 | 83% |
| Returns for 10 years | N/A | 164.15 | - |
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