Interact to see
Advertisement
Advertisement
DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$23.34
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets69.5M
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
DLCIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DLCIX vs. VTSMX commentary
Aug 08, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. DLCIX (69.5M). 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 : 21.77 vs. DLCIX (1.31). VTSMX return over 5 years is better than : 83.91 vs. DLCIX (11.23).
| 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 | 8.516 | 7.450 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.42 | 1.09 | 38% |
| Returns for 1 year | 1.31 | 21.77 | 6% |
| Returns for 3 years | 5.95 | 50.15 | 12% |
| Returns for 5 years | 11.23 | 83.91 | 13% |
| Returns for 10 years | 39.92 | 196.78 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement