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TADGX vs VTSMX
TADGX vs VTSMX Comparison
Open Charts TADGX vs VTSMX
T. Rowe Price Dividend Growth Advisor
Price$78.38
Change-$0.29 (-0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
TADGX vs VTSMX Comparison Chart
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TADGX vs. VTSMX commentary
Dec 18, 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 TADGX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. TADGX (24.8B). VTSMX pays higher dividends than TADGX: VTSMX (1.26) vs TADGX (0.84). TADGX was incepted earlier than VTSMX: TADGX (19 years) vs VTSMX (33 years). TADGX is a more actively managed with annual turnover of: 15.90 vs. VTSMX (2.00). TADGX has a lower initial minimum investment than VTSMX: TADGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. TADGX (12.69). VTSMX return over 5 years is better than : 84.16 vs. TADGX (53.16).
| TADGX | VTSMX | TADGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 11.667 | 26.352 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8B | 1.84T | 1% |
| Annual Yield % from dividends | 0.84 | 1.26 | 67% |
| Returns for 1 year | 12.69 | 26.90 | 47% |
| Returns for 3 years | 12.44 | 27.88 | 45% |
| Returns for 5 years | 53.16 | 84.16 | 63% |
| Returns for 10 years | 131.86 | 192.04 | 69% |