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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$32.11
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets2.14B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
DFUEX vs VTSMX Comparison Chart in %
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DFUEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. DFUEX (2.14B). VTSMX pays higher dividends than DFUEX: VTSMX (1.04) vs DFUEX (0.87). 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 : 13.79 vs. DFUEX (12.71). DFUEX (86.14) and VTSMX (84.86) 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 | 12.516 | 13.012 | 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 | 1.04 | 83% |
| Returns for 1 year | 12.71 | 13.79 | 92% |
| Returns for 3 years | 72.89 | 76.02 | 96% |
| Returns for 5 years | 86.14 | 84.86 | 102% |
| Returns for 10 years | 165.40 | 225.10 | 73% |
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