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DLCIX vs VFINX
DLCIX vs VFINX Comparison
Open Charts DLCIX vs VFINX
Dana Large Cap Equity Institutional
Price$20.81
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets63.53M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
DLCIX vs VFINX Comparison Chart
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DLCIX vs. VFINX commentary
May 11, 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 DLCIX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. DLCIX (63.5M). VFINX pays higher dividends than DLCIX: VFINX (1.25) vs DLCIX (0.55). DLCIX was incepted earlier than VFINX: DLCIX (12 years) vs VFINX (49 years). DLCIX (0.98) is less costly to investors than VFINX (0.14). DLCIX is a more actively managed with annual turnover of: 12.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than DLCIX: VFINX (0) vs DLCIX (1000000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. DLCIX (-11.78). VFINX return over 5 years is better than : 93.15 vs. DLCIX (12.42).
| DLCIX | VFINX | DLCIX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | -3.530 | -3.683 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 1.34T | 0% |
| Annual Yield % from dividends | 0.55 | 1.25 | 44% |
| Returns for 1 year | -11.78 | 8.59 | -137% |
| Returns for 3 years | -4.24 | 41.54 | -10% |
| Returns for 5 years | 12.42 | 93.15 | 13% |
| Returns for 10 years | 24.41 | 169.87 | 14% |
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