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PDGIX vs VTSMX
PDGIX vs VTSMX Comparison
Open Charts PDGIX vs VTSMX
T. Rowe Price Dividend Growth I
Price$83.17
Change+$0.59 (+0.71%)
VolumeN/A
Net Assets24.44B
Vanguard Total Stock Mkt Idx I
Price$148.77
Change-$1.22 (-0.81%)
VolumeN/A
Net Assets1.91T
PDGIX vs VTSMX Comparison Chart in %
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PDGIX vs. VTSMX commentary
Jul 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PDGIX (24.4B). VTSMX (1.12) and PDGIX (1.06) have matching dividends . PDGIX was incepted earlier than VTSMX: PDGIX (10 years) vs VTSMX (33 years). PDGIX (0.50) is less costly to investors than VTSMX (0.14). 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 : 13.89 vs. PDGIX (8.24). VTSMX return over 5 years is better than : 95.59 vs. PDGIX (74.18).
| PDGIX | VTSMX | PDGIX / VTSMX | |
| Total Expense Ratio | 0.50 | 0.14 | 357% |
| Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 8.877 | 6.421 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.91T | 1% |
| Annual Yield % from dividends | 1.06 | 1.12 | 95% |
| Returns for 1 year | 8.24 | 13.89 | 59% |
| Returns for 3 years | 37.07 | 62.08 | 60% |
| Returns for 5 years | 74.18 | 95.59 | 78% |
| Returns for 10 years | N/A | 198.05 | - |
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