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DFSIX vs VTSMX
DFSIX vs VTSMX Comparison
Open Charts DFSIX vs VTSMX
DFA US Sustainability Core 1
Price$40.44
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets6.65B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
DFSIX vs VTSMX Comparison Chart
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DFSIX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. DFSIX (6.66B). VTSMX pays higher dividends than DFSIX: VTSMX (1.25) vs DFSIX (1.04). 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: 8.00 vs. VTSMX (2.00). DFSIX has a lower initial minimum investment than VTSMX: DFSIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. DFSIX (3.61). DFSIX return over 5 years is better than : 96.32 vs. VTSMX (80.93).
| 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 | -11.318 | -10.853 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 1.7T | 0% |
| Annual Yield % from dividends | 1.04 | 1.25 | 83% |
| Returns for 1 year | 3.61 | 4.35 | 83% |
| Returns for 3 years | 23.19 | 17.53 | 132% |
| Returns for 5 years | 96.32 | 80.93 | 119% |
| Returns for 10 years | 146.29 | 145.67 | 100% |
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