DNP vs. VTSMX
Compare and contrast key facts about DNP Select Income Fund Inc. (DNP) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX).
VTSMX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DNP or VTSMX.
Key characteristics
| DNP | VTSMX | |
|---|---|---|
| YTD Return | 7.52% | 13.06% |
| 1Y Return | -6.94% | 19.06% |
| 3Y Return (Ann) | 1.06% | 6.89% |
| 5Y Return (Ann) | 0.57% | 13.24% |
| 10Y Return (Ann) | 5.80% | 11.92% |
| Sharpe Ratio | -0.42 | 1.61 |
| Daily Std Dev | 16.56% | 11.90% |
| Max Drawdown | -48.49% | -55.38% |
| Current Drawdown | -16.02% | -4.48% |
Correlation
The correlation between DNP and VTSMX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DNP vs. VTSMX - Performance Comparison
In the year-to-date period, DNP achieves a 7.52% return, which is significantly lower than VTSMX's 13.06% return. Over the past 10 years, DNP has underperformed VTSMX with an annualized return of 5.80%, while VTSMX has yielded a comparatively higher 11.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DNP vs. VTSMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DNP Select Income Fund Inc. (DNP) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DNP vs. VTSMX - Dividend Comparison
DNP's dividend yield for the trailing twelve months is around 8.94%, more than VTSMX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNP DNP Select Income Fund Inc. | 8.94% | 9.20% | 6.93% | 7.18% | 7.60% | 5.79% | 7.50% | 7.22% | 7.62% | 8.71% | 7.39% | 8.28% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.27% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 1.65% | 1.64% |
Drawdowns
DNP vs. VTSMX - Drawdown Comparison
The maximum DNP drawdown since its inception was -48.49%, smaller than the maximum VTSMX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for DNP and VTSMX. For additional features, visit the drawdowns tool.
Volatility
DNP vs. VTSMX - Volatility Comparison
The current volatility for DNP Select Income Fund Inc. (DNP) is 2.77%, while Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) has a volatility of 3.76%. This indicates that DNP experiences smaller price fluctuations and is considered to be less risky than VTSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.