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PDGIX vs VTSMX
PDGIX vs VTSMX Comparison
Open Charts PDGIX vs VTSMX
T. Rowe Price Dividend Growth I
Price$80.56
Change+$0.59 (+0.74%)
VolumeN/A
Net Assets24.78B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
PDGIX vs VTSMX Comparison Chart
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PDGIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T 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 : 24.48 vs. PDGIX (14.18). VTSMX return over 5 years is better than : 83.05 vs. PDGIX (58.15).
| 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 | 4.869 | 2.986 | 163% |
| 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 | 1.78T | 1% |
| Annual Yield % from dividends | 1.18 | 1.26 | 93% |
| Returns for 1 year | 14.18 | 24.48 | 58% |
| Returns for 3 years | 18.87 | 31.83 | 59% |
| Returns for 5 years | 58.15 | 83.05 | 70% |
| Returns for 10 years | N/A | 196.61 | - |