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DFUEX vs VSMPX
DFUEX vs VSMPX Comparison
Open Charts DFUEX vs VSMPX
DFA US Social Core Equity 2 Portfolio
Price$29.73
Change+$0.07 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.84
Change+$1.20 (+0.45%)
VolumeN/A
CapitalizationN/A
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VS
VS
DFUEX vs VSMPX Comparison Chart
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DFUEX vs. VSMPX commentary
Nov 10, 2024
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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. DFUEX (2.05B). VSMPX pays higher dividends than DFUEX: VSMPX (1.36) vs DFUEX (1.06). DFUEX was incepted earlier than VSMPX: DFUEX (17 years) vs VSMPX (10 years). DFUEX is a more actively managed with annual turnover of: 14.00 vs. VSMPX (2.00). DFUEX has a lower initial minimum investment than VSMPX: DFUEX (0) vs VSMPX (100000000). DFUEX annual gain was more profitable for investors over the last year : 42.20 vs. VSMPX (38.58). VSMPX return over 5 years is better than : 89.49 vs. DFUEX (76.12).
| DFUEX | VSMPX | DFUEX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 25.984 | 25.097 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 1.73T | 0% |
| Annual Yield % from dividends | 1.06 | 1.36 | 78% |
| Returns for 1 year | 42.20 | 38.58 | 109% |
| Returns for 3 years | 19.18 | 22.90 | 84% |
| Returns for 5 years | 76.12 | 89.49 | 85% |
| Returns for 10 years | 130.87 | N/A | - |
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