Ad is loading...
DRTCX vs VFIAX
DRTCX vs VFIAX Comparison
Open Charts DRTCX vs VFIAX
BNY Mellon Sust US Equity I
Price$19.53
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets488.37M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
DRTCX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DRTCX vs. VFIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T 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 annual gain was more profitable for investors over the last year : 25.54 vs. DRTCX (19.98). VFIAX return over 5 years is better than : 80.23 vs. DRTCX (40.17).
| 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 | 3.279 | 2.010 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 1.35T | 0% |
| Annual Yield % from dividends | 0.65 | 1.32 | 49% |
| Returns for 1 year | 19.98 | 25.54 | 78% |
| Returns for 3 years | 5.92 | 31.13 | 19% |
| Returns for 5 years | 40.17 | 80.23 | 50% |
| Returns for 10 years | 44.63 | 196.98 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...