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DLCIX vs VSMPX
DLCIX vs VSMPX Comparison
Open Charts DLCIX vs VSMPX
Dana Large Cap Equity Institutional
Price$21.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets65.22M
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.06
Change-$0.01 (-0.00%)
VolumeN/A
Net Assets1.72T
DLCIX vs VSMPX Comparison Chart
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DLCIX vs. VSMPX commentary
Jun 03, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. DLCIX (65.2M). VSMPX pays higher dividends than DLCIX: VSMPX (1.29) vs DLCIX (0.52). DLCIX was incepted earlier than VSMPX: DLCIX (12 years) vs VSMPX (10 years). DLCIX (0.98) is less costly to investors than VSMPX (0.02). DLCIX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). DLCIX has a lower initial minimum investment than VSMPX: DLCIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.43 vs. DLCIX (-8.03). VSMPX return over 5 years is better than : 89.40 vs. DLCIX (12.16).
| DLCIX | VSMPX | DLCIX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.98 | 0.02 | 4,900% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 0.318 | 0.213 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.52 | 1.29 | 40% |
| Returns for 1 year | -8.03 | 12.43 | -65% |
| Returns for 3 years | -3.36 | 40.96 | -8% |
| Returns for 5 years | 12.16 | 89.40 | 14% |
| Returns for 10 years | 27.94 | 166.69 | 17% |
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