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DLQIX vs VTSMX
DLQIX vs VTSMX Comparison
Open Charts DLQIX vs VTSMX
BNY Mellon Large Cap Equity I
Price$15.22
Change+$0.16 (+1.06%)
VolumeN/A
Net Assets164.26M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
DLQIX vs VTSMX Comparison Chart
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DLQIX vs. VTSMX commentary
Jun 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DLQIX (164M). VTSMX pays higher dividends than DLQIX: VTSMX (1.18) vs DLQIX (0.56). DLQIX was incepted earlier than VTSMX: DLQIX (28 years) vs VTSMX (33 years). DLQIX (0.83) 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 : 10.96 vs. DLQIX (-14.77). VTSMX return over 5 years is better than : 80.94 vs. DLQIX (-28.93).
| DLQIX | VTSMX | DLQIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 0.736 | 0.817 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.18 | 47% |
| Returns for 1 year | -14.77 | 10.96 | -135% |
| Returns for 3 years | -34.99 | 40.34 | -87% |
| Returns for 5 years | -28.93 | 80.94 | -36% |
| Returns for 10 years | -13.47 | 179.94 | -7% |
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