DTSGX yields 11.69% · VYM yields 2.37%● Live data
📍 DTSGX pulled ahead of the other in Year 1
Combined, DTSGX + VYM cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of DTSGX + VYM for your $10,000?
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000® Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.
Full DTSGX Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.