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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$27.89
Change-$0.16 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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DFUEX vs VTSMX Comparison Chart
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DFUEX vs. VTSMX commentary
Sep 21, 2024
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: 1.72T vs. DFUEX (1.95B). VTSMX pays higher dividends than DFUEX: VTSMX (1.26) vs DFUEX (1.06). DFUEX was incepted earlier than VTSMX: DFUEX (17 years) vs VTSMX (32 years). 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 : 27.58 vs. VTSMX (25.89). VTSMX return over 5 years is better than : 82.93 vs. DFUEX (68.71).
| DFUEX | VTSMX | DFUEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 16.248 | 16.884 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 1.72T | 0% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 27.58 | 25.89 | 107% |
| Returns for 3 years | 17.65 | 21.33 | 83% |
| Returns for 5 years | 68.71 | 82.93 | 83% |
| Returns for 10 years | 113.67 | 178.97 | 64% |
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