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PDGIX vs VSMPX
PDGIX vs VSMPX Comparison
Open Charts PDGIX vs VSMPX
T. Rowe Price Dividend Growth I
Price$80.56
Change+$0.59 (+0.74%)
VolumeN/A
Net Assets24.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
PDGIX vs VSMPX Comparison Chart
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PDGIX vs. VSMPX commentary
Jan 31, 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 PDGIX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. PDGIX (24.8B). VSMPX pays higher dividends than PDGIX: VSMPX (1.36) vs PDGIX (1.18). PDGIX was incepted earlier than VSMPX: PDGIX (9 years) vs VSMPX (10 years). PDGIX is a more actively managed with annual turnover of: 15.90 vs. VSMPX (2.00). PDGIX has a lower initial minimum investment than VSMPX: PDGIX (500000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 24.51 vs. PDGIX (14.18). VSMPX return over 5 years is better than : 83.13 vs. PDGIX (58.15).
| PDGIX | VSMPX | PDGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 4.869 | 2.997 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8B | 1.78T | 1% |
| Annual Yield % from dividends | 1.18 | 1.36 | 87% |
| Returns for 1 year | 14.18 | 24.51 | 58% |
| Returns for 3 years | 18.87 | 31.89 | 59% |
| Returns for 5 years | 58.15 | 83.13 | 70% |
| Returns for 10 years | N/A | N/A | - |