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DRDIX vs VTSMX
DRDIX vs VTSMX Comparison
Open Charts DRDIX vs VTSMX
Dearborn Partners Rising Dividend I
Price$25.29
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets606.03M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
DRDIX vs VTSMX Comparison Chart
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DRDIX vs. VTSMX commentary
Jan 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. DRDIX (606M). 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 : 25.24 vs. DRDIX (9.63). VTSMX return over 5 years is better than : 76.07 vs. DRDIX (42.69).
| 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 | 1.322 | 2.241 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 606M | 1.78T | 0% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 9.63 | 25.24 | 38% |
| Returns for 3 years | 14.52 | 28.94 | 50% |
| Returns for 5 years | 42.69 | 76.07 | 56% |
| Returns for 10 years | 124.14 | 194.99 | 64% |
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