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DFUEX vs VITSX
DFUEX vs VITSX Comparison
Open Charts DFUEX vs VITSX
DFA US Social Core Equity 2 Portfolio
Price$24.22
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets1.63B
Vanguard Total Stock Market Idx I
Price$120.59
Change-$0.37 (-0.31%)
VolumeN/A
Net Assets1.7T
DFUEX vs VITSX Comparison Chart
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DFUEX vs. VITSX commentary
Apr 08, 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 DFUEX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. DFUEX (1.63B). VITSX pays higher dividends than DFUEX: VITSX (1.36) vs DFUEX (1.02). DFUEX was incepted earlier than VITSX: DFUEX (18 years) vs VITSX (28 years). DFUEX (0.22) is less costly to investors than VITSX (0.03). DFUEX is a more actively managed with annual turnover of: 14.00 vs. VITSX (2.00). DFUEX has a lower initial minimum investment than VITSX: DFUEX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : -2.29 vs. DFUEX (-3.76). DFUEX (105.98) and VITSX (102.15) have equivalent 5 years return.
| DFUEX | VITSX | DFUEX / VITSX | |
| Total Expense Ratio | 0.22 | 0.03 | 733% |
| Annual Report Gross Expense Ratio | 0.22 | 0.03 | 733% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -15.148 | -14.216 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 1.7T | 0% |
| Annual Yield % from dividends | 1.02 | 1.36 | 75% |
| Returns for 1 year | -3.76 | -2.29 | 164% |
| Returns for 3 years | 9.60 | 9.71 | 99% |
| Returns for 5 years | 105.98 | 102.15 | 104% |
| Returns for 10 years | 90.25 | 139.49 | 65% |
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