Ad is loading...
DRTHX vs VSMPX
DRTHX vs VSMPX Comparison
Open Charts DRTHX vs VSMPX
BNY Mellon Sustainable US Eq Fd Z
Price$19.61
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets483.84M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
DRTHX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DRTHX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. DRTHX (484M). VSMPX pays higher dividends than DRTHX: VSMPX (1.36) vs DRTHX (0.61). DRTHX was incepted earlier than VSMPX: DRTHX (53 years) vs VSMPX (10 years). DRTHX is a more actively managed with annual turnover of: 21.98 vs. VSMPX (2.00). DRTHX has a lower initial minimum investment than VSMPX: DRTHX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.27 vs. DRTHX (19.96). VSMPX return over 5 years is better than : 76.14 vs. DRTHX (40.17).
| DRTHX | VSMPX | DRTHX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 53 years | 10 years | - |
| Gain YTD | 3.265 | 2.245 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 1.78T | 0% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | 19.96 | 25.27 | 79% |
| Returns for 3 years | 5.89 | 29.00 | 20% |
| Returns for 5 years | 40.17 | 76.14 | 53% |
| Returns for 10 years | 44.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...