NYVBX
Price
$21.34
Change
-$0.18 (-0.84%)
Updated
Nov 4 closing price
VTSMX
Price
$137.05
Change
-$0.30 (-0.22%)
Updated
Nov 4 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$21.34
Change-$0.18 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.05
Change-$0.30 (-0.22%)
VolumeN/A
CapitalizationN/A
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NYVBX vs VTSMX Comparison Chart
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VS
NYVBX vs. VTSMX commentary
Nov 05, 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 Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.75T vs. NYVBX (6.66B). 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 : 30.85 vs. NYVBX (10.45). VTSMX return over 5 years is better than : 80.98 vs. NYVBX (-12.93).
NYVBXVTSMXNYVBX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence30 years33 years-
Gain YTD6.01718.75332%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.66B1.75T0%
Annual Yield % from dividends0.131.2610%
Returns for 1 year10.4530.8534%
Returns for 3 years-21.1116.52-128%
Returns for 5 years-12.9380.98-16%
Returns for 10 years-42.30180.13-23%
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