Interact to see
Advertisement
Advertisement
DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$33.55
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets2.23B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
DFUEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFUEX vs. VTSMX commentary
Dec 26, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. DFUEX (2.23B). 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). DFUEX (14.96) and VTSMX (14.42) have marching annual gain over last year. VTSMX (76.81) and DFUEX (75.00) 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 | 17.561 | 17.377 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 2.06T | 0% |
| Annual Yield % from dividends | 0.86 | 1.02 | 84% |
| Returns for 1 year | 14.96 | 14.42 | 104% |
| Returns for 3 years | 79.42 | 78.00 | 102% |
| Returns for 5 years | 75.00 | 76.81 | 98% |
| Returns for 10 years | 185.87 | 234.96 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement