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DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$29.22
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets1.95B
Vanguard Total Stock Mkt Idx Adm
Price$144.60
Change+$0.45 (+0.31%)
VolumeN/A
Net Assets1.82T
DFUEX vs VTSAX Comparison Chart
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DFUEX vs. VTSAX commentary
Jun 13, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. DFUEX (1.95B). VTSAX pays higher dividends than DFUEX: VTSAX (1.28) vs DFUEX (0.96). DFUEX was incepted earlier than VTSAX: DFUEX (18 years) vs VTSAX (25 years). DFUEX (0.22) is less costly to investors than VTSAX (0.04). DFUEX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). DFUEX has a lower initial minimum investment than VTSAX: DFUEX (0) vs VTSAX (3000). DFUEX (11.18) and VTSAX (11.13) have marching annual gain over last year. DFUEX (93.85) and VTSAX (93.06) have equivalent 5 years return.
| DFUEX | VTSAX | DFUEX / VTSAX | |
| Total Expense Ratio | 0.22 | 0.04 | 550% |
| Annual Report Gross Expense Ratio | 0.22 | 0.04 | 550% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 1.906 | 2.245 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 1.82T | 0% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 11.18 | 11.13 | 101% |
| Returns for 3 years | 55.85 | 58.44 | 96% |
| Returns for 5 years | 93.85 | 93.06 | 101% |
| Returns for 10 years | 127.61 | 183.56 | 70% |
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