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DIVGX vs VTSMX
DIVGX vs VTSMX Comparison
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DIVGX vs VTSMX Comparison Chart in %
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DIVGX vs. VTSMX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. DIVGX (40.6M). VTSMX pays higher dividends than DIVGX: VTSMX (0.99) vs DIVGX (0.70). DIVGX was incepted earlier than VTSMX: DIVGX (7 years) vs VTSMX (34 years). DIVGX (1.01) is less costly to investors than VTSMX (0.06). DIVGX is a more actively managed with annual turnover of: 66.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than DIVGX: VTSMX (0) vs DIVGX (2500). VTSMX annual gain was more profitable for investors over the last year : 21.03 vs. DIVGX (-7.24). VTSMX return over 5 years is better than : 66.56 vs. DIVGX (33.46).
| DIVGX | VTSMX | DIVGX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.06 | 1,583% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 12.482 | 12.869 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 2.29T | 0% |
| Annual Yield % from dividends | 0.70 | 0.99 | 70% |
| Returns for 1 year | -7.24 | 21.03 | -34% |
| Returns for 3 years | 28.79 | 74.28 | 39% |
| Returns for 5 years | 33.46 | 66.56 | 50% |
| Returns for 10 years | N/A | 249.18 | - |
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