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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$24.04
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets70.51M
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
DLCIX vs VTSMX Comparison Chart in %
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DLCIX vs. VTSMX commentary
Aug 29, 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: 1.91T vs. DLCIX (70.5M). VTSMX pays higher dividends than DLCIX: VTSMX (1.09) vs DLCIX (0.42). 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 : 15.91 vs. DLCIX (-4.01). VTSMX return over 5 years is better than : 80.22 vs. DLCIX (9.70).
| 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 | 11.069 | 10.125 | 109% |
| 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 | 1.91T | 0% |
| Annual Yield % from dividends | 0.42 | 1.09 | 38% |
| Returns for 1 year | -4.01 | 15.91 | -25% |
| Returns for 3 years | 11.29 | 58.13 | 19% |
| Returns for 5 years | 9.70 | 80.22 | 12% |
| Returns for 10 years | 52.56 | 223.55 | 24% |
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