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DLCEX vs VTSMX
DLCEX vs VTSMX Comparison
Open Charts DLCEX vs VTSMX
Dana Large Cap Equity Investor
Price$20.15
Change+$0.49 (+2.49%)
VolumeN/A
Net Assets60.73M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
DLCEX vs VTSMX Comparison Chart
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DLCEX vs. VTSMX commentary
Apr 26, 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: 1.7T vs. DLCEX (60.7M). 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 : 5.27 vs. DLCEX (-15.58). VTSMX return over 5 years is better than : 86.77 vs. DLCEX (8.46).
| 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 | -9.150 | -9.023 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.18 | 1.25 | 15% |
| Returns for 1 year | -15.58 | 5.27 | -296% |
| Returns for 3 years | -15.68 | 22.56 | -70% |
| Returns for 5 years | 8.46 | 86.77 | 10% |
| Returns for 10 years | 13.83 | 150.14 | 9% |
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