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DTCAX vs VFIAX
DTCAX vs VFIAX Comparison
Open Charts DTCAX vs VFIAX
BNY Mellon Sust US Equity A
Price$16.37
Change+$0.32 (+1.99%)
VolumeN/A
Net Assets406.89M
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
DTCAX vs VFIAX Comparison Chart
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DTCAX vs. VFIAX commentary
Apr 12, 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 DTCAX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. DTCAX (407M). VFIAX pays higher dividends than DTCAX: VFIAX (1.35) vs DTCAX (0.17). DTCAX was incepted earlier than VFIAX: DTCAX (26 years) vs VFIAX (24 years). DTCAX (1.00) is less costly to investors than VFIAX (0.04). DTCAX is a more actively managed with annual turnover of: 30.51 vs. VFIAX (2.00). DTCAX has a lower initial minimum investment than VFIAX: DTCAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 1.37 vs. DTCAX (-7.66). VFIAX return over 5 years is better than : 88.91 vs. DTCAX (35.95).
| DTCAX | VFIAX | DTCAX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -12.151 | -10.405 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 407M | 1.32T | 0% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | -7.66 | 1.37 | -560% |
| Returns for 3 years | -4.77 | 19.88 | -24% |
| Returns for 5 years | 35.95 | 88.91 | 40% |
| Returns for 10 years | 16.49 | 151.75 | 11% |
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