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DFSIX vs VTSMX
DFSIX vs VTSMX Comparison
Open Charts DFSIX vs VTSMX
DFA US Sustainability Core 1
Price$43.33
Change-$1.25 (-2.80%)
VolumeN/A
Net Assets7.4B
Vanguard Total Stock Mkt Idx I
Price$134.10
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
DFSIX vs VTSMX Comparison Chart
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DFSIX vs. VTSMX commentary
Mar 11, 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: 1.81T vs. DFSIX (7.4B). VTSMX pays higher dividends than DFSIX: VTSMX (1.15) vs DFSIX (0.98). 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). DFSIX (10.98) and VTSMX (10.83) have marching annual gain over last year. DFSIX return over 5 years is better than : 103.53 vs. VTSMX (88.81).
| 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 | -2.280 | -2.184 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.4B | 1.81T | 0% |
| Annual Yield % from dividends | 0.98 | 1.15 | 85% |
| Returns for 1 year | 10.98 | 10.83 | 101% |
| Returns for 3 years | 41.91 | 35.23 | 119% |
| Returns for 5 years | 103.53 | 88.81 | 117% |
| Returns for 10 years | 177.93 | 176.92 | 101% |
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