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DRDIX vs VTSMX
DRDIX vs VTSMX Comparison
Open Charts DRDIX vs VTSMX
Dearborn Partners Rising Dividend I
Price$25.51
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets618.73M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
DRDIX vs VTSMX Comparison Chart
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DRDIX vs. VTSMX commentary
May 23, 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 DRDIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. DRDIX (619M). VTSMX pays higher dividends than DRDIX: VTSMX (1.26) vs DRDIX (0.75). DRDIX was incepted earlier than VTSMX: DRDIX (12 years) vs VTSMX (33 years). DRDIX (1.03) is less costly to investors than VTSMX (0.14). DRDIX is a more actively managed with annual turnover of: 17.53 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than DRDIX: VTSMX (3000) vs DRDIX (500000). VTSMX annual gain was more profitable for investors over the last year : 11.08 vs. DRDIX (6.66). VTSMX return over 5 years is better than : 96.32 vs. DRDIX (62.50).
| DRDIX | VTSMX | DRDIX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 4.215 | 0.767 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.72T | 0% |
| Annual Yield % from dividends | 0.75 | 1.26 | 59% |
| Returns for 1 year | 6.66 | 11.08 | 60% |
| Returns for 3 years | 30.27 | 49.86 | 61% |
| Returns for 5 years | 62.50 | 96.32 | 65% |
| Returns for 10 years | 127.92 | 174.58 | 73% |
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