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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$25.71
Change-$1.64 (-6.00%)
VolumeN/A
Net Assets1.82B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
DFUEX vs VTSMX Comparison Chart
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DFUEX vs. VTSMX commentary
Apr 04, 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: 1.81T vs. DFUEX (1.82B). VTSMX pays higher dividends than DFUEX: VTSMX (1.25) vs DFUEX (1.02). 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: 14.00 vs. VTSMX (2.00). DFUEX has a lower initial minimum investment than VTSMX: DFUEX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. DFUEX (6.85). DFUEX (131.55) and VTSMX (126.23) 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 | -4.615 | -3.986 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 1.81T | 0% |
| Annual Yield % from dividends | 1.02 | 1.25 | 81% |
| Returns for 1 year | 6.85 | 8.05 | 85% |
| Returns for 3 years | 21.34 | 21.01 | 102% |
| Returns for 5 years | 131.55 | 126.23 | 104% |
| Returns for 10 years | 113.06 | 166.80 | 68% |
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