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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$32.16
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets2.16B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
DFUEX vs VTSMX Comparison Chart in %
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DFUEX vs. VTSMX commentary
Sep 26, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. DFUEX (2.16B). VTSMX pays higher dividends than DFUEX: VTSMX (1.07) vs DFUEX (0.88). DFUEX was incepted earlier than VTSMX: DFUEX (18 years) vs VTSMX (33 years). DFUEX (0.22) is less costly to investors than VTSMX (0.14). DFUEX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). DFUEX has a lower initial minimum investment than VTSMX: DFUEX (0) vs VTSMX (3000). DFUEX annual gain was more profitable for investors over the last year : 16.96 vs. VTSMX (16.04). DFUEX (101.05) and VTSMX (96.39) have equivalent 5 years return.
| DFUEX | VTSMX | DFUEX / VTSMX | |
| Total Expense Ratio | 0.22 | 0.14 | 157% |
| Annual Report Gross Expense Ratio | 0.22 | 0.14 | 157% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 13.071 | 12.863 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 1.95T | 0% |
| Annual Yield % from dividends | 0.88 | 1.07 | 83% |
| Returns for 1 year | 16.96 | 16.04 | 106% |
| Returns for 3 years | 79.66 | 79.91 | 100% |
| Returns for 5 years | 101.05 | 96.39 | 105% |
| Returns for 10 years | 187.18 | 249.73 | 75% |
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