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DLCEX vs VTSMX
DLCEX vs VTSMX Comparison
Open Charts DLCEX vs VTSMX
Dana Large Cap Equity Investor
Price$22.08
Change+$0.19 (+0.87%)
VolumeN/A
Net Assets70.41M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
DLCEX vs VTSMX Comparison Chart
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DLCEX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. DLCEX (70.4M). 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 : 25.24 vs. DLCEX (3.31). VTSMX return over 5 years is better than : 76.07 vs. DLCEX (1.63).
| 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 | 2.033 | 2.241 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 3.31 | 25.24 | 13% |
| Returns for 3 years | -12.56 | 28.94 | -43% |
| Returns for 5 years | 1.63 | 76.07 | 2% |
| Returns for 10 years | 33.67 | 194.99 | 17% |
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