STEZX
Price
$19.64
Change
+$0.11 (+0.56%)
Updated
Jun 2 closing price
Net Assets
11.61B
VDIPX
Price
$36.35
Change
+$0.10 (+0.28%)
Updated
Jun 2 closing price
Net Assets
304.26B
Interact to see
Advertisement

STEZX vs VDIPX

Header iconSTEZX vs VDIPX Comparison
Open Charts STEZX vs VDIPXBanner chart's image
STEZX vs VDIPX Comparison Chart in %
View a ticker or compare two or three
VS
STEZX vs. VDIPX commentary
Jun 04, 2026

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 STEZX is a Buy and VDIPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VDIPX has more cash in the bank: 304B vs. STEZX (11.6B). VDIPX pays higher dividends than STEZX: VDIPX (2.62) vs STEZX (2.31). STEZX was incepted earlier than VDIPX: STEZX (10 years) vs VDIPX (12 years). STEZX (0.71) is less costly to investors than VDIPX (0.02). STEZX is a more actively managed with annual turnover of: 94.00 vs. VDIPX (4.00). STEZX has a lower initial minimum investment than VDIPX: STEZX (0) vs VDIPX (100000000). STEZX annual gain was more profitable for investors over the last year : 31.86 vs. VDIPX (28.97). STEZX return over 5 years is better than : 61.78 vs. VDIPX (40.71).
STEZXVDIPXSTEZX / VDIPX
Total Expense Ratio0.710.023,550%
Annual Report Gross Expense Ratio0.710.023,550%
Fund Existence10 years12 years-
Gain YTD21.00415.476136%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.6B304B4%
Annual Yield % from dividends2.312.6288%
Returns for 1 year31.8628.97110%
Returns for 3 years89.3760.04149%
Returns for 5 years61.7840.71152%
Returns for 10 years136.91107.22128%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
USLIX60.44N/A
N/A
JHancock U.S. Global Leaders Growth I
FNWFX108.89N/A
N/A
American Fds New World F-3
CREYX10.53N/A
N/A
Columbia Real Estate Equity Inst3
CBVBX141.32N/A
N/A
ClearBridge Value IS
VALLX49.83-0.87
-1.72%
Value Line Larger Companies Focused Inv