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PDGIX vs VTSMX
PDGIX vs VTSMX Comparison
Open Charts PDGIX vs VTSMX
T. Rowe Price Dividend Growth I
Price$78.45
Change-$0.28 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
PDGIX vs VTSMX Comparison Chart
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PDGIX vs. VTSMX commentary
Dec 19, 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 PDGIX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PDGIX (24.8B). VTSMX pays higher dividends than PDGIX: VTSMX (1.26) vs PDGIX (1.18). PDGIX was incepted earlier than VTSMX: PDGIX (9 years) vs VTSMX (33 years). PDGIX is a more actively managed with annual turnover of: 15.90 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than PDGIX: VTSMX (3000) vs PDGIX (500000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. PDGIX (13.14). VTSMX return over 5 years is better than : 84.16 vs. PDGIX (55.58).
| PDGIX | VTSMX | PDGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 12.097 | 26.352 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8B | 1.84T | 1% |
| Annual Yield % from dividends | 1.18 | 1.26 | 93% |
| Returns for 1 year | 13.14 | 26.90 | 49% |
| Returns for 3 years | 13.77 | 27.88 | 49% |
| Returns for 5 years | 55.58 | 84.16 | 66% |
| Returns for 10 years | N/A | 192.04 | - |