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DFUEX vs VTSAX
DFUEX vs VTSAX Comparison
Open Charts DFUEX vs VTSAX
DFA US Social Core Equity 2 Portfolio
Price$28.77
Change-$0.45 (-1.54%)
VolumeN/A
Net Assets1.92B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
DFUEX vs VTSAX Comparison Chart
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DFUEX vs. VTSAX commentary
Jun 16, 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: 1.82T vs. DFUEX (1.92B). VTSAX pays higher dividends than DFUEX: VTSAX (1.28) vs DFUEX (0.96). 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 : 10.07 vs. DFUEX (9.51). VTSAX (91.40) and DFUEX (90.86) 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 | 0.337 | 1.365 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.82T | 0% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 9.51 | 10.07 | 94% |
| Returns for 3 years | 53.61 | 57.61 | 93% |
| Returns for 5 years | 90.86 | 91.40 | 99% |
| Returns for 10 years | 122.77 | 179.53 | 68% |
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