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DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$29.88
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets2.02B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
DFUEX vs VTSAX Comparison Chart
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DFUEX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. DFUEX (2.02B). 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 annual gain was more profitable for investors over the last year : 26.40 vs. VTSAX (24.49). VTSAX return over 5 years is better than : 83.08 vs. DFUEX (78.60).
| 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 | 3.930 | 2.992 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 1.78T | 0% |
| Annual Yield % from dividends | 1.06 | 1.35 | 79% |
| Returns for 1 year | 26.40 | 24.49 | 108% |
| Returns for 3 years | 32.61 | 31.85 | 102% |
| Returns for 5 years | 78.60 | 83.08 | 95% |
| Returns for 10 years | 142.72 | 197.28 | 72% |
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