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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$32.25
Change-$0.59 (-1.80%)
VolumeN/A
Net Assets2.15B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
DFUEX vs VTSMX Comparison Chart in %
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DFUEX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. DFUEX (2.15B). VTSMX pays higher dividends than DFUEX: VTSMX (1.02) vs DFUEX (0.86). DFUEX was incepted earlier than VTSMX: DFUEX (18 years) vs VTSMX (34 years). DFUEX (0.22) is less costly to investors than VTSMX (0.14). DFUEX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). DFUEX has a lower initial minimum investment than VTSMX: DFUEX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. DFUEX (11.40). VTSMX (83.98) and DFUEX (82.26) have equivalent 5 years return.
| DFUEX | VTSMX | DFUEX / VTSMX | |
| Total Expense Ratio | 0.22 | 0.14 | 157% |
| Annual Report Gross Expense Ratio | 0.22 | 0.14 | 157% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 15.074 | 15.972 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 2.05T | 0% |
| Annual Yield % from dividends | 0.86 | 1.02 | 84% |
| Returns for 1 year | 11.40 | 13.42 | 85% |
| Returns for 3 years | 62.86 | 68.22 | 92% |
| Returns for 5 years | 82.26 | 83.98 | 98% |
| Returns for 10 years | 175.36 | 235.40 | 74% |
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