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DFSIX vs VTSMX
DFSIX vs VTSMX Comparison
Open Charts DFSIX vs VTSMX
DFA US Sustainability Core 1
Price$43.44
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets7.23B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
DFSIX vs VTSMX Comparison Chart
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DFSIX vs. VTSMX commentary
May 12, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. DFSIX (7.23B). VTSMX pays higher dividends than DFSIX: VTSMX (1.26) vs DFSIX (1.05). DFSIX was incepted earlier than VTSMX: DFSIX (17 years) vs VTSMX (33 years). DFSIX (0.17) is less costly to investors than VTSMX (0.14). DFSIX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). DFSIX has a lower initial minimum investment than VTSMX: DFSIX (0) vs VTSMX (3000). VTSMX (7.95) and DFSIX (7.89) have marching annual gain over last year. DFSIX return over 5 years is better than : 103.34 vs. VTSMX (89.18).
| DFSIX | VTSMX | DFSIX / VTSMX | |
| Total Expense Ratio | 0.17 | 0.14 | 121% |
| Annual Report Gross Expense Ratio | 0.17 | 0.14 | 121% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -4.527 | -4.022 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.23B | 1.72T | 0% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 7.89 | 7.95 | 99% |
| Returns for 3 years | 45.10 | 40.07 | 113% |
| Returns for 5 years | 103.34 | 89.18 | 116% |
| Returns for 10 years | 163.61 | 165.24 | 99% |
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