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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$26.32
Change+$0.54 (+2.09%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
DFUEX vs VTSMX Comparison Chart
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DFUEX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. DFUEX (1.73B). 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). DFUEX annual gain was more profitable for investors over the last year : 6.32 vs. VTSMX (5.27). DFUEX return over 5 years is better than : 94.26 vs. VTSMX (86.77).
| 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 | -8.208 | -9.023 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.7T | 0% |
| Annual Yield % from dividends | 1.02 | 1.25 | 81% |
| Returns for 1 year | 6.32 | 5.27 | 120% |
| Returns for 3 years | 23.44 | 22.56 | 104% |
| Returns for 5 years | 94.26 | 86.77 | 109% |
| Returns for 10 years | 103.66 | 150.14 | 69% |
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