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DLQIX vs VTSAX
DLQIX vs VTSAX Comparison
Open Charts DLQIX vs VTSAX
BNY Mellon Large Cap Equity I
Price$12.58
Change-$0.77 (-5.77%)
VolumeN/A
Net Assets159.35M
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
DLQIX vs VTSAX Comparison Chart
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DLQIX vs. VTSAX commentary
Apr 07, 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 DLQIX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. DLQIX (159M). VTSAX pays higher dividends than DLQIX: VTSAX (1.35) vs DLQIX (0.59). DLQIX was incepted earlier than VTSAX: DLQIX (28 years) vs VTSAX (24 years). DLQIX (0.80) is less costly to investors than VTSAX (0.04). DLQIX is a more actively managed with annual turnover of: 39.80 vs. VTSAX (2.00). DLQIX has a lower initial minimum investment than VTSAX: DLQIX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : -2.29 vs. DLQIX (-26.27). VTSAX return over 5 years is better than : 102.14 vs. DLQIX (-23.09).
| DLQIX | VTSAX | DLQIX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,000% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -15.853 | -14.218 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 1.81T | 0% |
| Annual Yield % from dividends | 0.59 | 1.35 | 43% |
| Returns for 1 year | -26.27 | -2.29 | 1,148% |
| Returns for 3 years | -50.65 | 9.70 | -522% |
| Returns for 5 years | -23.09 | 102.14 | -23% |
| Returns for 10 years | -26.74 | 139.53 | -19% |
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