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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$31.40
Change+$0.52 (+1.68%)
VolumeN/A
Net Assets2.05B
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
DFUEX vs VTSMX Comparison Chart in %
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DFUEX vs. VTSMX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. DFUEX (2.05B). VTSMX pays higher dividends than DFUEX: VTSMX (1.09) vs DFUEX (0.91). 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 : 22.09 vs. VTSMX (18.96). DFUEX return over 5 years is better than : 87.79 vs. VTSMX (83.27).
| 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 | 9.784 | 7.805 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 1.91T | 0% |
| Annual Yield % from dividends | 0.91 | 1.09 | 83% |
| Returns for 1 year | 22.09 | 18.96 | 116% |
| Returns for 3 years | 47.30 | 45.64 | 104% |
| Returns for 5 years | 87.79 | 83.27 | 105% |
| Returns for 10 years | 150.27 | 199.40 | 75% |
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