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DRTCX vs VFIAX
DRTCX vs VFIAX Comparison
Open Charts DRTCX vs VFIAX
BNY Mellon Sust US Equity I
Price$19.08
Change-$0.45 (-2.30%)
VolumeN/A
Net Assets485.23M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
DRTCX vs VFIAX Comparison Chart
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DRTCX vs. VFIAX commentary
Feb 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 DRTCX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. DRTCX (485M). VFIAX pays higher dividends than DRTCX: VFIAX (1.32) vs DRTCX (0.65). DRTCX was incepted earlier than VFIAX: DRTCX (26 years) vs VFIAX (24 years). DRTCX is a more actively managed with annual turnover of: 21.98 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 : 20.33 vs. DRTCX (9.20). VFIAX return over 5 years is better than : 83.30 vs. DRTCX (34.83).
| DRTCX | VFIAX | DRTCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 0.899 | 4.188 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 1.41T | 0% |
| Annual Yield % from dividends | 0.65 | 1.32 | 49% |
| Returns for 1 year | 9.20 | 20.33 | 45% |
| Returns for 3 years | 10.46 | 42.20 | 25% |
| Returns for 5 years | 34.83 | 83.30 | 42% |
| Returns for 10 years | 33.19 | 189.29 | 18% |
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