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DRTCX vs VFIAX
DRTCX vs VFIAX Comparison
Open Charts DRTCX vs VFIAX
BNY Mellon Sust US Equity I
Price$18.90
Change-$0.56 (-2.88%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
DRTCX vs VFIAX Comparison Chart
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DRTCX vs. VFIAX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. DRTCX (491M). 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 annual gain was more profitable for investors over the last year : 27.64 vs. DRTCX (21.86). VFIAX return over 5 years is better than : 88.64 vs. DRTCX (46.76).
| 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 | 20.585 | 27.303 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 1.37T | 0% |
| Annual Yield % from dividends | 0.65 | 1.32 | 49% |
| Returns for 1 year | 21.86 | 27.64 | 79% |
| Returns for 3 years | 1.85 | 30.99 | 6% |
| Returns for 5 years | 46.76 | 88.64 | 53% |
| Returns for 10 years | 40.10 | 193.66 | 21% |
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