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DLCEX vs VTSMX
DLCEX vs VTSMX Comparison
Open Charts DLCEX vs VTSMX
Dana Large Cap Equity Investor
Price$19.61
Change-$1.09 (-5.27%)
VolumeN/A
Net Assets64.54M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
DLCEX vs VTSMX Comparison Chart
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DLCEX 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 DLCEX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. DLCEX (64.5M). VTSMX pays higher dividends than DLCEX: VTSMX (1.25) vs DLCEX (0.18). DLCEX was incepted earlier than VTSMX: DLCEX (15 years) vs VTSMX (33 years). DLCEX (1.16) is less costly to investors than VTSMX (0.14). DLCEX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). DLCEX has a lower initial minimum investment than VTSMX: DLCEX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. DLCEX (-13.02). VTSMX return over 5 years is better than : 126.23 vs. DLCEX (29.98).
| DLCEX | VTSMX | DLCEX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -4.344 | -3.986 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.5M | 1.81T | 0% |
| Annual Yield % from dividends | 0.18 | 1.25 | 15% |
| Returns for 1 year | -13.02 | 8.05 | -162% |
| Returns for 3 years | -15.39 | 21.01 | -73% |
| Returns for 5 years | 29.98 | 126.23 | 24% |
| Returns for 10 years | 19.97 | 166.80 | 12% |
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