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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$26.24
Change-$0.76 (-2.81%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
DLCIX vs VTSMX Comparison Chart
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DLCIX vs. VTSMX commentary
Dec 19, 2024
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: 1.84T vs. DLCIX (75.2M). VTSMX pays higher dividends than DLCIX: VTSMX (1.26) vs DLCIX (0.83). DLCIX was incepted earlier than VTSMX: DLCIX (11 years) vs VTSMX (33 years). DLCIX is a more actively managed with annual turnover of: 55.00 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 : 26.90 vs. DLCIX (15.96). VTSMX return over 5 years is better than : 84.16 vs. DLCIX (18.00).
| DLCIX | VTSMX | DLCIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 28.831 | 26.352 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.83 | 1.26 | 66% |
| Returns for 1 year | 15.96 | 26.90 | 59% |
| Returns for 3 years | -5.01 | 27.88 | -18% |
| Returns for 5 years | 18.00 | 84.16 | 21% |
| Returns for 10 years | 64.97 | 192.04 | 34% |
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