Interact to see
Advertisement
Advertisement
DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$32.11
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets2.14B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
DFUEX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFUEX vs. VTSAX commentary
Oct 19, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. DFUEX (2.14B). VTSAX pays higher dividends than DFUEX: VTSAX (1.13) vs DFUEX (0.87). 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 annual gain was more profitable for investors over the last year : 13.81 vs. DFUEX (12.71). DFUEX (86.14) and VTSAX (84.90) 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 | 12.516 | 13.023 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 2.02T | 0% |
| Annual Yield % from dividends | 0.87 | 1.13 | 77% |
| Returns for 1 year | 12.71 | 13.81 | 92% |
| Returns for 3 years | 72.89 | 76.08 | 96% |
| Returns for 5 years | 86.14 | 84.90 | 101% |
| Returns for 10 years | 165.40 | 225.85 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement