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DRDIX vs VTSMX
DRDIX vs VTSMX Comparison
Open Charts DRDIX vs VTSMX
Dearborn Partners Rising Dividend I
Price$25.78
Change-$0.11 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
DRDIX vs VTSMX Comparison Chart
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DRDIX vs. VTSMX commentary
Dec 19, 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 DRDIX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. DRDIX (622M). VTSMX pays higher dividends than DRDIX: VTSMX (1.26) vs DRDIX (1.13). DRDIX was incepted earlier than VTSMX: DRDIX (12 years) vs VTSMX (33 years). DRDIX is a more actively managed with annual turnover of: 12.32 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 : 26.90 vs. DRDIX (12.27). VTSMX return over 5 years is better than : 84.16 vs. DRDIX (48.67).
| DRDIX | VTSMX | DRDIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 11.322 | 26.352 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.84T | 0% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 12.27 | 26.90 | 46% |
| Returns for 3 years | 11.74 | 27.88 | 42% |
| Returns for 5 years | 48.67 | 84.16 | 58% |
| Returns for 10 years | 126.81 | 192.04 | 66% |
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