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DLCIX vs VSMPX
DLCIX vs VSMPX Comparison
Open Charts DLCIX vs VSMPX
Dana Large Cap Equity Institutional
Price$21.85
Change-$0.29 (-1.31%)
VolumeN/A
Net Assets65.59M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
DLCIX vs VSMPX Comparison Chart
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DLCIX vs. VSMPX 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 DLCIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. DLCIX (65.6M). VSMPX pays higher dividends than DLCIX: VSMPX (1.29) vs DLCIX (0.52). DLCIX was incepted earlier than VSMPX: DLCIX (12 years) vs VSMPX (10 years). DLCIX (0.98) is less costly to investors than VSMPX (0.02). DLCIX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). DLCIX has a lower initial minimum investment than VSMPX: DLCIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. DLCIX (-9.72). VSMPX return over 5 years is better than : 91.46 vs. DLCIX (14.27).
| DLCIX | VSMPX | DLCIX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.98 | 0.02 | 4,900% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 1.415 | 1.374 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 1.82T | 0% |
| Annual Yield % from dividends | 0.52 | 1.29 | 40% |
| Returns for 1 year | -9.72 | 10.08 | -96% |
| Returns for 3 years | 7.76 | 57.66 | 13% |
| Returns for 5 years | 14.27 | 91.46 | 16% |
| Returns for 10 years | 29.31 | 170.67 | 17% |
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