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DLCIX vs VTSAX
DLCIX vs VTSAX Comparison
Open Charts DLCIX vs VTSAX
Dana Large Cap Equity Institutional
Price$20.83
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets63.22M
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
DLCIX vs VTSAX Comparison Chart
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DLCIX vs. VTSAX commentary
May 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. DLCIX (63.2M). VTSAX pays higher dividends than DLCIX: VTSAX (1.36) vs DLCIX (0.55). DLCIX was incepted earlier than VTSAX: DLCIX (12 years) vs VTSAX (25 years). DLCIX (0.98) is less costly to investors than VTSAX (0.04). DLCIX is a more actively managed with annual turnover of: 12.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than DLCIX: VTSAX (3000) vs DLCIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. DLCIX (-11.83). VTSAX return over 5 years is better than : 87.93 vs. DLCIX (11.88).
| DLCIX | VTSAX | DLCIX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -3.993 | -4.657 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.55 | 1.36 | 40% |
| Returns for 1 year | -11.83 | 7.85 | -151% |
| Returns for 3 years | -4.61 | 39.39 | -12% |
| Returns for 5 years | 11.88 | 87.93 | 14% |
| Returns for 10 years | 23.28 | 163.37 | 14% |
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