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DLQIX vs VTSMX
DLQIX vs VTSMX Comparison
Open Charts DLQIX vs VTSMX
BNY Mellon Large Cap Equity I
Price$15.63
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets228.38M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
DLQIX vs VTSMX Comparison Chart
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DLQIX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. DLQIX (228M). VTSMX pays higher dividends than DLQIX: VTSMX (1.26) vs DLQIX (1.00). DLQIX was incepted earlier than VTSMX: DLQIX (28 years) vs VTSMX (33 years). DLQIX is a more actively managed with annual turnover of: 70.46 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 : 24.48 vs. DLQIX (-11.12). VTSMX return over 5 years is better than : 83.05 vs. DLQIX (-27.46).
| DLQIX | VTSMX | DLQIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 4.200 | 2.986 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 1.78T | 0% |
| Annual Yield % from dividends | 1.00 | 1.26 | 79% |
| Returns for 1 year | -11.12 | 24.48 | -45% |
| Returns for 3 years | -42.07 | 31.83 | -132% |
| Returns for 5 years | -27.46 | 83.05 | -33% |
| Returns for 10 years | -4.50 | 196.61 | -2% |
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