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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$24.44
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets71.41M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
DLCIX vs VTSMX Comparison Chart in %
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DLCIX vs. VTSMX commentary
Sep 27, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. DLCIX (71.4M). VTSMX pays higher dividends than DLCIX: VTSMX (1.07) vs DLCIX (0.41). DLCIX was incepted earlier than VTSMX: DLCIX (12 years) vs VTSMX (33 years). DLCIX (0.98) is less costly to investors than VTSMX (0.14). DLCIX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than DLCIX: VTSMX (3000) vs DLCIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. DLCIX (-4.62). VTSMX return over 5 years is better than : 96.53 vs. DLCIX (18.12).
| DLCIX | VTSMX | DLCIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 13.134 | 12.949 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 1.95T | 0% |
| Annual Yield % from dividends | 0.41 | 1.07 | 39% |
| Returns for 1 year | -4.62 | 15.63 | -30% |
| Returns for 3 years | 25.88 | 80.25 | 32% |
| Returns for 5 years | 18.12 | 96.53 | 19% |
| Returns for 10 years | 62.19 | 249.92 | 25% |