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DPTRX vs VIGIX
DPTRX vs VIGIX Comparison
Open Charts DPTRX vs VIGIX
BNY Mellon Tax Managed Growth I
Price$38.02
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets134.99M
Vanguard Growth Index Institutional
Price$216.18
Change+$0.23 (+0.11%)
VolumeN/A
Net Assets284.41B
DPTRX vs VIGIX Comparison Chart
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DPTRX vs. VIGIX commentary
Jan 31, 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 VIGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 284B vs. DPTRX (135M). DPTRX (0.56) and VIGIX (0.53) have matching dividends . DPTRX was incepted earlier than VIGIX: DPTRX (21 years) vs VIGIX (27 years). VIGIX is a more actively managed with annual turnover of: 5.00 vs. DPTRX (1.73). DPTRX has a lower initial minimum investment than VIGIX: DPTRX (1000) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : 31.99 vs. DPTRX (0.01). VIGIX return over 5 years is better than : 123.37 vs. DPTRX (22.49).
| DPTRX | VIGIX | DPTRX / VIGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 3.119 | 2.235 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 284B | 0% |
| Annual Yield % from dividends | 0.56 | 0.53 | 105% |
| Returns for 1 year | 0.01 | 31.99 | 0% |
| Returns for 3 years | -7.19 | 44.30 | -16% |
| Returns for 5 years | 22.49 | 123.37 | 18% |
| Returns for 10 years | 54.31 | 306.15 | 18% |
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