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DPTRX vs VIGAX
DPTRX vs VIGAX Comparison
Open Charts DPTRX vs VIGAX
BNY Mellon Tax Managed Growth I
Price$37.74
Change+$0.57 (+1.53%)
VolumeN/A
Net Assets131.76M
Vanguard Growth Index Admiral
Price$208.82
Change+$3.76 (+1.83%)
VolumeN/A
Net Assets292.14B
DPTRX vs VIGAX Comparison Chart
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DPTRX vs. VIGAX commentary
Mar 03, 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 DPTRX is a Buy and VIGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGAX has more cash in the bank: 292B vs. DPTRX (132M). DPTRX pays higher dividends than VIGAX: DPTRX (0.56) vs VIGAX (0.53). DPTRX was incepted earlier than VIGAX: DPTRX (21 years) vs VIGAX (24 years). VIGAX is a more actively managed with annual turnover of: 5.00 vs. DPTRX (1.73). DPTRX has a lower initial minimum investment than VIGAX: DPTRX (1000) vs VIGAX (3000). VIGAX annual gain was more profitable for investors over the last year : 19.27 vs. DPTRX (-3.67). VIGAX return over 5 years is better than : 130.99 vs. DPTRX (31.89).
| DPTRX | VIGAX | DPTRX / VIGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 2.360 | -1.136 | -208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 292B | 0% |
| Annual Yield % from dividends | 0.56 | 0.53 | 107% |
| Returns for 1 year | -3.67 | 19.27 | -19% |
| Returns for 3 years | -2.08 | 48.54 | -4% |
| Returns for 5 years | 31.89 | 130.99 | 24% |
| Returns for 10 years | 47.57 | 271.51 | 18% |
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