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DFUEX vs VSMPX
DFUEX vs VSMPX Comparison
Open Charts DFUEX vs VSMPX
DFA US Social Core Equity 2 Portfolio
Price$30.65
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets2.03B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
DFUEX vs VSMPX Comparison Chart in %
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DFUEX vs. VSMPX commentary
Jul 22, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. DFUEX (2.03B). VSMPX pays higher dividends than DFUEX: VSMPX (1.22) vs DFUEX (0.93). DFUEX was incepted earlier than VSMPX: DFUEX (18 years) vs VSMPX (10 years). DFUEX (0.22) is less costly to investors than VSMPX (0.02). DFUEX is a more actively managed with annual turnover of: 8.00 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 : 14.50 vs. VSMPX (13.50). DFUEX (91.12) and VSMPX (90.33) have equivalent 5 years return.
| DFUEX | VSMPX | DFUEX / VSMPX | |
| Total Expense Ratio | 0.22 | 0.02 | 1,100% |
| Annual Report Gross Expense Ratio | 0.22 | 0.02 | 1,100% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 7.162 | 6.774 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 1.91T | 0% |
| Annual Yield % from dividends | 0.93 | 1.22 | 76% |
| Returns for 1 year | 14.50 | 13.50 | 107% |
| Returns for 3 years | 56.41 | 57.80 | 98% |
| Returns for 5 years | 91.12 | 90.33 | 101% |
| Returns for 10 years | 146.17 | 184.26 | 79% |
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