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DLCIX vs VSMPX
DLCIX vs VSMPX Comparison
Open Charts DLCIX vs VSMPX
Dana Large Cap Equity Institutional
Price$20.83
Change+$0.36 (+1.76%)
VolumeN/A
Net Assets62.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.70
Change+$3.92 (+1.56%)
VolumeN/A
Net Assets1.7T
DLCIX vs VSMPX Comparison Chart
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DLCIX vs. VSMPX commentary
May 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: 1.7T vs. DLCIX (62.9M). VSMPX pays higher dividends than DLCIX: VSMPX (1.37) vs DLCIX (0.55). 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 : 9.76 vs. DLCIX (-10.70). VSMPX return over 5 years is better than : 94.51 vs. DLCIX (14.92).
| 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 | -5.106 | -5.186 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 1.7T | 0% |
| Annual Yield % from dividends | 0.55 | 1.37 | 40% |
| Returns for 1 year | -10.70 | 9.76 | -110% |
| Returns for 3 years | -9.06 | 31.55 | -29% |
| Returns for 5 years | 14.92 | 94.51 | 16% |
| Returns for 10 years | 23.42 | 155.98 | 15% |
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