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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$21.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets65.22M
Vanguard Total Stock Mkt Idx I
Price$141.78
Change+$0.55 (+0.39%)
VolumeN/A
Net Assets1.72T
DLCIX vs VTSMX Comparison Chart
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DLCIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. DLCIX (65.2M). VTSMX pays higher dividends than DLCIX: VTSMX (1.18) vs DLCIX (0.52). 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 : 12.41 vs. DLCIX (-8.03). VTSMX return over 5 years is better than : 89.31 vs. DLCIX (12.16).
| 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 | 0.318 | 0.192 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.52 | 1.18 | 44% |
| Returns for 1 year | -8.03 | 12.41 | -65% |
| Returns for 3 years | -3.36 | 40.90 | -8% |
| Returns for 5 years | 12.16 | 89.31 | 14% |
| Returns for 10 years | 27.94 | 174.81 | 16% |
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