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DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$31.08
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets2.06B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
DFUEX vs VTSAX Comparison Chart in %
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DFUEX vs. VTSAX commentary
Jul 28, 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 DFUEX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. DFUEX (2.06B). VTSAX pays higher dividends than DFUEX: VTSAX (1.21) vs DFUEX (0.93). DFUEX was incepted earlier than VTSAX: DFUEX (18 years) vs VTSAX (25 years). DFUEX (0.22) is less costly to investors than VTSAX (0.04). DFUEX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). DFUEX has a lower initial minimum investment than VTSAX: DFUEX (0) vs VTSAX (3000). VTSAX (17.75) and DFUEX (17.54) have marching annual gain over last year. DFUEX (96.63) and VTSAX (93.55) have equivalent 5 years return.
| DFUEX | VTSAX | DFUEX / VTSAX | |
| Total Expense Ratio | 0.22 | 0.04 | 550% |
| Annual Report Gross Expense Ratio | 0.22 | 0.04 | 550% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 8.665 | 8.289 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.91T | 0% |
| Annual Yield % from dividends | 0.93 | 1.21 | 77% |
| Returns for 1 year | 17.54 | 17.75 | 99% |
| Returns for 3 years | 60.19 | 60.63 | 99% |
| Returns for 5 years | 96.63 | 93.55 | 103% |
| Returns for 10 years | 148.67 | 201.64 | 74% |
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