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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$24.85
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets70.49M
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
DLCIX vs VTSMX Comparison Chart in %
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DLCIX vs. VTSMX commentary
Oct 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. DLCIX (70.5M). VTSMX pays higher dividends than DLCIX: VTSMX (1.04) vs DLCIX (0.36). DLCIX was incepted earlier than VTSMX: DLCIX (12 years) vs VTSMX (33 years). DLCIX (0.98) is less costly to investors than VTSMX (0.14). DLCIX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than DLCIX: VTSMX (3000) vs DLCIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 16.77 vs. DLCIX (-3.43). VTSMX return over 5 years is better than : 86.59 vs. DLCIX (13.83).
| DLCIX | VTSMX | DLCIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 14.807 | 13.857 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 2.02T | 0% |
| Annual Yield % from dividends | 0.36 | 1.04 | 35% |
| Returns for 1 year | -3.43 | 16.77 | -20% |
| Returns for 3 years | 26.21 | 81.21 | 32% |
| Returns for 5 years | 13.83 | 86.59 | 16% |
| Returns for 10 years | 55.96 | 229.54 | 24% |
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