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DRTCX vs VFIAX
DRTCX vs VFIAX Comparison
Open Charts DRTCX vs VFIAX
BNY Mellon Sust US Equity I
Price$18.12
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets436.31M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
DRTCX vs VFIAX Comparison Chart
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DRTCX vs. VFIAX commentary
May 09, 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: 1.34T vs. DRTCX (436M). VFIAX pays higher dividends than DRTCX: VFIAX (1.36) vs DRTCX (0.38). DRTCX was incepted earlier than VFIAX: DRTCX (26 years) vs VFIAX (25 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 : 8.60 vs. DRTCX (-0.94). VFIAX return over 5 years is better than : 92.14 vs. DRTCX (40.24).
| 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 | 25 years | - |
| Gain YTD | -4.971 | -4.178 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 1.34T | 0% |
| Annual Yield % from dividends | 0.38 | 1.36 | 28% |
| Returns for 1 year | -0.94 | 8.60 | -11% |
| Returns for 3 years | 14.39 | 41.15 | 35% |
| Returns for 5 years | 40.24 | 92.14 | 44% |
| Returns for 10 years | 27.24 | 167.68 | 16% |
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