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DLCEX vs VTSMX
DLCEX vs VTSMX Comparison
Open Charts DLCEX vs VTSMX
Dana Large Cap Equity Investor
Price$23.80
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets70.58M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
DLCEX vs VTSMX Comparison Chart in %
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DLCEX vs. VTSMX commentary
Jul 27, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. DLCEX (70.6M). VTSMX pays higher dividends than DLCEX: VTSMX (1.12) vs DLCEX (0.21). DLCEX was incepted earlier than VTSMX: DLCEX (15 years) vs VTSMX (33 years). DLCEX (1.22) 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 : 17.75 vs. DLCEX (-1.58). VTSMX return over 5 years is better than : 93.51 vs. DLCEX (15.58).
| DLCEX | VTSMX | DLCEX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 10.046 | 8.287 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 1.91T | 0% |
| Annual Yield % from dividends | 0.21 | 1.12 | 19% |
| Returns for 1 year | -1.58 | 17.75 | -9% |
| Returns for 3 years | 11.42 | 60.60 | 19% |
| Returns for 5 years | 15.58 | 93.51 | 17% |
| Returns for 10 years | 39.06 | 200.97 | 19% |
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