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DLQIX vs VTSMX
DLQIX vs VTSMX Comparison
Open Charts DLQIX vs VTSMX
BNY Mellon Large Cap Equity I
Price$13.73
Change+$0.33 (+2.46%)
VolumeN/A
Net Assets161.04M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
DLQIX vs VTSMX Comparison Chart
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DLQIX vs. VTSMX commentary
Apr 25, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. DLQIX (161M). VTSMX pays higher dividends than DLQIX: VTSMX (1.25) vs DLQIX (0.59). DLQIX was incepted earlier than VTSMX: DLQIX (28 years) vs VTSMX (33 years). DLQIX (0.80) is less costly to investors than VTSMX (0.14). DLQIX is a more actively managed with annual turnover of: 39.80 vs. VTSMX (2.00). DLQIX has a lower initial minimum investment than VTSMX: DLQIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 3.51 vs. DLQIX (-21.96). VTSMX return over 5 years is better than : 83.68 vs. DLQIX (-29.96).
| DLQIX | VTSMX | DLQIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -11.973 | -10.527 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.7T | 0% |
| Annual Yield % from dividends | 0.59 | 1.25 | 47% |
| Returns for 1 year | -21.96 | 3.51 | -626% |
| Returns for 3 years | -44.54 | 21.32 | -209% |
| Returns for 5 years | -29.96 | 83.68 | -36% |
| Returns for 10 years | -24.60 | 144.72 | -17% |
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