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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
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 I
Price$144.55
Change+$0.45 (+0.31%)
VolumeN/A
Net Assets1.82T
DFUEX vs VTSMX Comparison Chart
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DFUEX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DFUEX (1.95B). VTSMX pays higher dividends than DFUEX: VTSMX (1.18) vs DFUEX (0.96). 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 (11.18) and VTSMX (11.11) have marching annual gain over last year. DFUEX (93.85) and VTSMX (93.03) 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 | 1.906 | 2.228 | 86% |
| 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 | 1.18 | 81% |
| Returns for 1 year | 11.18 | 11.11 | 101% |
| Returns for 3 years | 55.85 | 58.40 | 96% |
| Returns for 5 years | 93.85 | 93.03 | 101% |
| Returns for 10 years | 127.61 | 182.94 | 70% |
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