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NYVBX
Price
$22.58
Change
+$0.27 (+1.21%)
Updated
Nov 25 closing price
VTSMX
Price
$144.96
Change
+$0.62 (+0.43%)
Updated
Nov 25 closing price
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NYVBX vs VTSMX

Header iconNYVBX vs VTSMX Comparison
Open Charts NYVBX vs VTSMXBanner chart's image
Davis NY Venture B
Price$22.58
Change+$0.27 (+1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.96
Change+$0.62 (+0.43%)
VolumeN/A
CapitalizationN/A
NYVBX vs VTSMX Comparison Chart
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VS
NYVBX vs. VTSMX commentary
Nov 26, 2024

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 NYVBX is a Buy and VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. NYVBX (6.86B). VTSMX pays higher dividends than NYVBX: VTSMX (1.26) vs NYVBX (0.13). NYVBX was incepted earlier than VTSMX: NYVBX (30 years) vs VTSMX (33 years). NYVBX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). NYVBX has a lower initial minimum investment than VTSMX: NYVBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 32.23 vs. NYVBX (11.39). VTSMX return over 5 years is better than : 86.07 vs. NYVBX (-8.64).
NYVBXVTSMXNYVBX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence30 years33 years-
Gain YTD10.83625.60742%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.86B1.73T0%
Annual Yield % from dividends0.131.2610%
Returns for 1 year11.3932.2335%
Returns for 3 years-16.8926.80-63%
Returns for 5 years-8.6486.07-10%
Returns for 10 years-40.95191.27-21%
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