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DLCEX vs VTSMX
DLCEX vs VTSMX Comparison
Open Charts DLCEX vs VTSMX
Dana Large Cap Equity Investor
Price$22.11
Change-$0.42 (-1.86%)
VolumeN/A
Net Assets70.61M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
DLCEX vs VTSMX Comparison Chart
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DLCEX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. DLCEX (70.6M). VTSMX pays higher dividends than DLCEX: VTSMX (1.26) vs DLCEX (0.57). DLCEX was incepted earlier than VTSMX: DLCEX (15 years) vs VTSMX (33 years). DLCEX is a more actively managed with annual turnover of: 55.00 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 : 17.60 vs. DLCEX (-3.36). VTSMX return over 5 years is better than : 74.84 vs. DLCEX (2.08).
| DLCEX | VTSMX | DLCEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 2.172 | 2.121 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | -3.36 | 17.60 | -19% |
| Returns for 3 years | -6.69 | 36.78 | -18% |
| Returns for 5 years | 2.08 | 74.84 | 3% |
| Returns for 10 years | 26.85 | 180.15 | 15% |
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