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DFSIX vs VTSMX
DFSIX vs VTSMX Comparison
Open Charts DFSIX vs VTSMX
DFA US Sustainability Core 1
Price$44.42
Change-$0.19 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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DFSIX vs VTSMX Comparison Chart
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DFSIX vs. VTSMX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. DFSIX (7.33B). VTSMX pays higher dividends than DFSIX: VTSMX (1.26) vs DFSIX (1.13). DFSIX was incepted earlier than VTSMX: DFSIX (17 years) vs VTSMX (32 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 : 33.59 vs. VTSMX (31.53). DFSIX return over 5 years is better than : 96.55 vs. VTSMX (85.64).
| DFSIX | VTSMX | DFSIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 19.375 | 18.617 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 1.72T | 0% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 33.59 | 31.53 | 107% |
| Returns for 3 years | 30.82 | 25.35 | 122% |
| Returns for 5 years | 96.55 | 85.64 | 113% |
| Returns for 10 years | 180.33 | 187.59 | 96% |