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DRTCX vs VFIAX
DRTCX vs VFIAX Comparison
Open Charts DRTCX vs VFIAX
BNY Mellon Sust US Equity I
Price$20.41
Change-$0.31 (-1.50%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
DRTCX vs VFIAX Comparison Chart
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DRTCX vs. VFIAX commentary
Nov 18, 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 DRTCX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. DRTCX (488M). VFIAX pays higher dividends than DRTCX: VFIAX (1.32) vs DRTCX (0.65). DRTCX was incepted earlier than VFIAX: DRTCX (25 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 (30.22) and DRTCX (29.10) have marching annual gain over last year. VFIAX return over 5 years is better than : 88.12 vs. DRTCX (55.16).
| DRTCX | VFIAX | DRTCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 25.988 | 23.347 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 1.28T | 0% |
| Annual Yield % from dividends | 0.65 | 1.32 | 49% |
| Returns for 1 year | 29.10 | 30.22 | 96% |
| Returns for 3 years | -0.67 | 24.93 | -3% |
| Returns for 5 years | 55.16 | 88.12 | 63% |
| Returns for 10 years | 30.07 | 187.71 | 16% |
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