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DRTCX vs VSMPX
DRTCX vs VSMPX Comparison
Open Charts DRTCX vs VSMPX
BNY Mellon Sust US Equity I
Price$18.12
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets436.31M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
DRTCX vs VSMPX Comparison Chart
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DRTCX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. DRTCX (436M). VSMPX pays higher dividends than DRTCX: VSMPX (1.37) vs DRTCX (0.38). DRTCX was incepted earlier than VSMPX: DRTCX (26 years) vs VSMPX (10 years). DRTCX (0.72) is less costly to investors than VSMPX (0.02). DRTCX is a more actively managed with annual turnover of: 30.51 vs. VSMPX (2.00). DRTCX has a lower initial minimum investment than VSMPX: DRTCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. DRTCX (-0.94). VSMPX return over 5 years is better than : 88.00 vs. DRTCX (40.24).
| DRTCX | VSMPX | DRTCX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | -4.971 | -4.649 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 1.72T | 0% |
| Annual Yield % from dividends | 0.38 | 1.37 | 28% |
| Returns for 1 year | -0.94 | 7.86 | -12% |
| Returns for 3 years | 14.39 | 39.43 | 36% |
| Returns for 5 years | 40.24 | 88.00 | 46% |
| Returns for 10 years | 27.24 | 155.00 | 18% |