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DFUEX vs VSMPX
DFUEX vs VSMPX Comparison
Open Charts DFUEX vs VSMPX
DFA US Social Core Equity 2 Portfolio
Price$33.89
Change+$1.47 (+4.53%)
VolumeN/A
Net Assets2.25B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
DFUEX vs VSMPX Comparison Chart in %
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DFUEX vs. VSMPX commentary
Feb 04, 2026
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 DFUEX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. DFUEX (2.25B). VSMPX pays higher dividends than DFUEX: VSMPX (1.11) vs DFUEX (0.84). DFUEX was incepted earlier than VSMPX: DFUEX (18 years) vs VSMPX (11 years). DFUEX (0.22) is less costly to investors than VSMPX (0.02). DFUEX is a more actively managed with annual turnover of: 8.00 vs. VSMPX (2.00). DFUEX has a lower initial minimum investment than VSMPX: DFUEX (0) vs VSMPX (100000000). DFUEX annual gain was more profitable for investors over the last year : 16.59 vs. VSMPX (14.80). VSMPX (68.28) and DFUEX (67.71) have equivalent 5 years return.
| DFUEX | VSMPX | DFUEX / VSMPX | |
| Total Expense Ratio | 0.22 | 0.02 | 1,100% |
| Annual Report Gross Expense Ratio | 0.22 | 0.02 | 1,100% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 2.604 | 1.381 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 2.06T | 0% |
| Annual Yield % from dividends | 0.84 | 1.11 | 75% |
| Returns for 1 year | 16.59 | 14.80 | 112% |
| Returns for 3 years | 63.59 | 64.07 | 99% |
| Returns for 5 years | 67.71 | 68.28 | 99% |
| Returns for 10 years | 222.49 | 259.26 | 86% |
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