Ad is loading...
DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$29.65
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
DFUEX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFUEX vs. VTSAX commentary
Dec 19, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. DFUEX (2.06B). VTSAX pays higher dividends than DFUEX: VTSAX (1.35) vs DFUEX (1.06). DFUEX was incepted earlier than VTSAX: DFUEX (17 years) vs VTSAX (24 years). DFUEX is a more actively managed with annual turnover of: 14.00 vs. VTSAX (2.00). DFUEX has a lower initial minimum investment than VTSAX: DFUEX (0) vs VTSAX (3000). DFUEX (27.19) and VTSAX (26.91) have marching annual gain over last year. VTSAX return over 5 years is better than : 84.17 vs. DFUEX (75.00).
| DFUEX | VTSAX | DFUEX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 25.904 | 26.390 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.84T | 0% |
| Annual Yield % from dividends | 1.06 | 1.35 | 79% |
| Returns for 1 year | 27.19 | 26.91 | 101% |
| Returns for 3 years | 27.98 | 27.89 | 100% |
| Returns for 5 years | 75.00 | 84.17 | 89% |
| Returns for 10 years | 135.14 | 192.77 | 70% |
View a ticker or compare two or three
VS
VS
Ad is loading...