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DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$31.34
Change-$0.16 (-0.51%)
VolumeN/A
Net Assets2.09B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
DFUEX vs VTSAX Comparison Chart in %
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DFUEX vs. VTSAX commentary
Aug 18, 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 (2.09B). VTSAX pays higher dividends than DFUEX: VTSAX (1.18) vs DFUEX (0.91). 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). DFUEX annual gain was more profitable for investors over the last year : 17.12 vs. VTSAX (16.22). DFUEX (87.22) and VTSAX (85.86) 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 | 9.574 | 9.275 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.91T | 0% |
| Annual Yield % from dividends | 0.91 | 1.18 | 77% |
| Returns for 1 year | 17.12 | 16.22 | 106% |
| Returns for 3 years | 46.08 | 46.82 | 98% |
| Returns for 5 years | 87.22 | 85.86 | 102% |
| Returns for 10 years | 149.22 | 203.17 | 73% |
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