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DFSIX vs VTSMX
DFSIX vs VTSMX Comparison
Open Charts DFSIX vs VTSMX
DFA US Sustainability Core 1
Price$45.49
Change-$1.48 (-3.15%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
DFSIX vs VTSMX Comparison Chart
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DFSIX vs. VTSMX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. DFSIX (7.87B). 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 (28.10) and VTSMX (26.90) have marching annual gain over last year. DFSIX return over 5 years is better than : 95.62 vs. VTSMX (84.16).
| 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 | 26.832 | 26.352 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.87B | 1.84T | 0% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 28.10 | 26.90 | 104% |
| Returns for 3 years | 33.46 | 27.88 | 120% |
| Returns for 5 years | 95.62 | 84.16 | 114% |
| Returns for 10 years | 191.95 | 192.04 | 100% |