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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$22.05
Change-$0.42 (-1.87%)
VolumeN/A
Net Assets70.61M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
DLCIX vs VTSMX Comparison Chart
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DLCIX vs. VTSMX commentary
Feb 23, 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: 1.84T vs. DLCIX (70.6M). 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 : 17.60 vs. DLCIX (-3.20). VTSMX return over 5 years is better than : 74.84 vs. DLCIX (3.26).
| 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 | 2.178 | 2.121 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.83 | 1.26 | 66% |
| Returns for 1 year | -3.20 | 17.60 | -18% |
| Returns for 3 years | -6.06 | 36.78 | -16% |
| Returns for 5 years | 3.26 | 74.84 | 4% |
| Returns for 10 years | 30.01 | 180.15 | 17% |
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