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DFSIX vs VTSMX
DFSIX vs VTSMX Comparison
Open Charts DFSIX vs VTSMX
DFA US Sustainability Core 1
Price$47.52
Change+$0.39 (+0.83%)
VolumeN/A
Net Assets7.83B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
DFSIX vs VTSMX Comparison Chart
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DFSIX vs. VTSMX commentary
Jan 31, 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 DFSIX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. DFSIX (7.83B). VTSMX pays higher dividends than DFSIX: VTSMX (1.26) vs DFSIX (1.13). DFSIX was incepted earlier than VTSMX: DFSIX (17 years) vs VTSMX (33 years). DFSIX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). DFSIX has a lower initial minimum investment than VTSMX: DFSIX (0) vs VTSMX (3000). DFSIX annual gain was more profitable for investors over the last year : 26.96 vs. VTSMX (24.48). DFSIX return over 5 years is better than : 98.31 vs. VTSMX (83.05).
| DFSIX | VTSMX | DFSIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 4.165 | 2.986 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.83B | 1.78T | 0% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 26.96 | 24.48 | 110% |
| Returns for 3 years | 39.52 | 31.83 | 124% |
| Returns for 5 years | 98.31 | 83.05 | 118% |
| Returns for 10 years | 201.52 | 196.61 | 102% |
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