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DFUEX vs VTSMX
DFUEX vs VTSMX Comparison
Open Charts DFUEX vs VTSMX
DFA US Social Core Equity 2 Portfolio
Price$33.89
Change+$1.47 (+4.53%)
VolumeN/A
Net Assets2.25B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
DFUEX vs VTSMX Comparison Chart in %
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DFUEX vs. VTSMX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. DFUEX (2.25B). VTSMX pays higher dividends than DFUEX: VTSMX (1.00) vs DFUEX (0.84). 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 annual gain was more profitable for investors over the last year : 16.59 vs. VTSMX (14.79). VTSMX (68.19) and DFUEX (67.71) 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 | 2.604 | 1.373 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 2.06T | 0% |
| Annual Yield % from dividends | 0.84 | 1.00 | 83% |
| Returns for 1 year | 16.59 | 14.79 | 112% |
| Returns for 3 years | 63.59 | 63.99 | 99% |
| Returns for 5 years | 67.71 | 68.19 | 99% |
| Returns for 10 years | 222.49 | 270.18 | 82% |
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