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DRTHX vs VFIAX
DRTHX vs VFIAX Comparison
Open Charts DRTHX vs VFIAX
BNY Mellon Sustainable US Eq Fd Z
Price$19.61
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets483.84M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
DRTHX vs VFIAX Comparison Chart
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DRTHX 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 DRTHX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. DRTHX (484M). VFIAX pays higher dividends than DRTHX: VFIAX (1.32) vs DRTHX (0.61). DRTHX was incepted earlier than VFIAX: DRTHX (53 years) vs VFIAX (24 years). DRTHX is a more actively managed with annual turnover of: 21.98 vs. VFIAX (2.00). DRTHX has a lower initial minimum investment than VFIAX: DRTHX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. DRTHX (19.96). VFIAX return over 5 years is better than : 80.23 vs. DRTHX (40.17).
| DRTHX | VFIAX | DRTHX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 53 years | 24 years | - |
| Gain YTD | 3.265 | 2.010 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 1.35T | 0% |
| Annual Yield % from dividends | 0.61 | 1.32 | 46% |
| Returns for 1 year | 19.96 | 25.54 | 78% |
| Returns for 3 years | 5.89 | 31.13 | 19% |
| Returns for 5 years | 40.17 | 80.23 | 50% |
| Returns for 10 years | 44.43 | 196.98 | 23% |