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DRTCX vs VTSMX
DRTCX vs VTSMX Comparison
Open Charts DRTCX vs VTSMX
BNY Mellon Sust US Equity I
Price$20.22
Change+$0.21 (+1.05%)
VolumeN/A
Net Assets485.46M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
DRTCX vs VTSMX Comparison Chart in %
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DRTCX vs. VTSMX commentary
Jul 07, 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 DRTCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DRTCX (485M). VTSMX pays higher dividends than DRTCX: VTSMX (1.12) vs DRTCX (0.34). DRTCX was incepted earlier than VTSMX: DRTCX (26 years) vs VTSMX (33 years). DRTCX (0.72) is less costly to investors than VTSMX (0.14). DRTCX is a more actively managed with annual turnover of: 30.51 vs. VTSMX (2.00). DRTCX has a lower initial minimum investment than VTSMX: DRTCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. DRTCX (4.57). VTSMX return over 5 years is better than : 95.59 vs. DRTCX (46.27).
| DRTCX | VTSMX | DRTCX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 6.928 | 6.421 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 1.82T | 0% |
| Annual Yield % from dividends | 0.34 | 1.12 | 31% |
| Returns for 1 year | 4.57 | 13.89 | 33% |
| Returns for 3 years | 31.04 | 62.08 | 50% |
| Returns for 5 years | 46.27 | 95.59 | 48% |
| Returns for 10 years | 46.49 | 198.05 | 23% |
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