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DIVGX vs VTSMX
DIVGX vs VTSMX Comparison
Open Charts DIVGX vs VTSMX
Guardian Capital Dividend Growth Instl
Price$16.39
Change-$0.18 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
DIVGX vs VTSMX Comparison Chart
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DIVGX vs. VTSMX commentary
Nov 18, 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 DIVGX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. DIVGX (26.9M). 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 : 30.52 vs. DIVGX (21.52). VTSMX return over 5 years is better than : 83.72 vs. DIVGX (64.84).
| 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 | 14.695 | 22.392 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 1.73T | 0% |
| Annual Yield % from dividends | 1.25 | 1.26 | 99% |
| Returns for 1 year | 21.52 | 30.52 | 71% |
| Returns for 3 years | 21.79 | 19.91 | 109% |
| Returns for 5 years | 64.84 | 83.72 | 77% |
| Returns for 10 years | N/A | 186.07 | - |