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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$21.85
Change-$0.29 (-1.31%)
VolumeN/A
Net Assets65.59M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
DLCIX vs VTSMX Comparison Chart
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DLCIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DLCIX (65.6M). VTSMX pays higher dividends than DLCIX: VTSMX (1.18) vs DLCIX (0.52). 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 : 10.06 vs. DLCIX (-9.72). VTSMX return over 5 years is better than : 91.36 vs. DLCIX (14.27).
| 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 | 1.415 | 1.349 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 1.82T | 0% |
| Annual Yield % from dividends | 0.52 | 1.18 | 44% |
| Returns for 1 year | -9.72 | 10.06 | -97% |
| Returns for 3 years | 7.76 | 57.59 | 13% |
| Returns for 5 years | 14.27 | 91.36 | 16% |
| Returns for 10 years | 29.31 | 178.92 | 16% |
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