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DFUEX vs VITSX
DFUEX vs VITSX Comparison
Open Charts DFUEX vs VITSX
DFA US Social Core Equity 2 Portfolio
Price$29.51
Change+$0.27 (+0.92%)
VolumeN/A
Net Assets2.01B
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
DFUEX vs VITSX Comparison Chart
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DFUEX vs. VITSX commentary
Jan 19, 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: 1.78T vs. DFUEX (2.01B). VITSX pays higher dividends than DFUEX: VITSX (1.36) vs DFUEX (1.06). DFUEX was incepted earlier than VITSX: DFUEX (17 years) vs VITSX (28 years). 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). DFUEX annual gain was more profitable for investors over the last year : 26.75 vs. VITSX (25.26). VITSX return over 5 years is better than : 76.10 vs. DFUEX (69.06).
| DFUEX | VITSX | DFUEX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 2.643 | 2.247 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 1.78T | 0% |
| Annual Yield % from dividends | 1.06 | 1.36 | 78% |
| Returns for 1 year | 26.75 | 25.26 | 106% |
| Returns for 3 years | 28.13 | 28.96 | 97% |
| Returns for 5 years | 69.06 | 76.10 | 91% |
| Returns for 10 years | 141.61 | 195.59 | 72% |