DRTHX vs. VIGAX
Compare and contrast key facts about BNY Mellon Sustainable U.S. Equity Fund (DRTHX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
DRTHX is managed by BNY Mellon. It was launched on Mar 29, 1972. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRTHX or VIGAX.
Correlation
The correlation between DRTHX and VIGAX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DRTHX vs. VIGAX - Performance Comparison
Key characteristics
DRTHX:
0.13
VIGAX:
0.73
DRTHX:
0.33
VIGAX:
1.16
DRTHX:
1.05
VIGAX:
1.17
DRTHX:
0.11
VIGAX:
0.80
DRTHX:
0.33
VIGAX:
2.77
DRTHX:
8.61%
VIGAX:
6.62%
DRTHX:
21.54%
VIGAX:
25.15%
DRTHX:
-65.83%
VIGAX:
-50.66%
DRTHX:
-14.66%
VIGAX:
-9.34%
Returns By Period
In the year-to-date period, DRTHX achieves a -4.79% return, which is significantly higher than VIGAX's -5.55% return. Over the past 10 years, DRTHX has underperformed VIGAX with an annualized return of 3.01%, while VIGAX has yielded a comparatively higher 14.58% annualized return.
DRTHX
-4.79%
12.86%
-10.67%
-0.42%
7.86%
3.01%
VIGAX
-5.55%
15.91%
-0.52%
13.21%
16.97%
14.58%
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DRTHX vs. VIGAX - Expense Ratio Comparison
DRTHX has a 0.74% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
DRTHX vs. VIGAX — Risk-Adjusted Performance Rank
DRTHX
VIGAX
DRTHX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Sustainable U.S. Equity Fund (DRTHX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
DRTHX vs. VIGAX - Dividend Comparison
DRTHX's dividend yield for the trailing twelve months is around 7.48%, more than VIGAX's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRTHX BNY Mellon Sustainable U.S. Equity Fund | 7.48% | 7.12% | 3.41% | 12.94% | 4.19% | 3.13% | 2.31% | 4.74% | 26.74% | 5.37% | 15.21% | 13.30% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.49% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
DRTHX vs. VIGAX - Drawdown Comparison
The maximum DRTHX drawdown since its inception was -65.83%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for DRTHX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
DRTHX vs. VIGAX - Volatility Comparison
The current volatility for BNY Mellon Sustainable U.S. Equity Fund (DRTHX) is 13.39%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 15.74%. This indicates that DRTHX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.