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DRTCX vs VFIAX
DRTCX vs VFIAX Comparison
Open Charts DRTCX vs VFIAX
BNY Mellon Sust US Equity I
Price$16.58
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets407.26M
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
DRTCX vs VFIAX Comparison Chart
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DRTCX vs. VFIAX commentary
Apr 18, 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 DRTCX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. DRTCX (407M). VFIAX pays higher dividends than DRTCX: VFIAX (1.35) vs DRTCX (0.38). DRTCX was incepted earlier than VFIAX: DRTCX (26 years) vs VFIAX (24 years). DRTCX (0.72) is less costly to investors than VFIAX (0.04). DRTCX is a more actively managed with annual turnover of: 30.51 vs. VFIAX (2.00). DRTCX has a lower initial minimum investment than VFIAX: DRTCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 5.09 vs. DRTCX (-4.43). VFIAX return over 5 years is better than : 83.58 vs. DRTCX (32.47).
| DRTCX | VFIAX | DRTCX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -11.898 | -10.261 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 407M | 1.32T | 0% |
| Annual Yield % from dividends | 0.38 | 1.35 | 29% |
| Returns for 1 year | -4.43 | 5.09 | -87% |
| Returns for 3 years | -3.72 | 20.21 | -18% |
| Returns for 5 years | 32.47 | 83.58 | 39% |
| Returns for 10 years | 17.73 | 151.59 | 12% |
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