Interact to see
Advertisement
Advertisement
DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$25.68
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets71.6M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
DLCIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DLCIX 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 DLCIX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. DLCIX (71.6M). VTSMX pays higher dividends than DLCIX: VTSMX (1.02) vs DLCIX (0.35). DLCIX was incepted earlier than VTSMX: DLCIX (12 years) vs VTSMX (34 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 : 14.42 vs. DLCIX (-4.44). VTSMX return over 5 years is better than : 76.81 vs. DLCIX (11.41).
| 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 | 34 years | - |
| Gain YTD | 19.314 | 17.377 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 2.06T | 0% |
| Annual Yield % from dividends | 0.35 | 1.02 | 35% |
| Returns for 1 year | -4.44 | 14.42 | -31% |
| Returns for 3 years | 21.20 | 78.00 | 27% |
| Returns for 5 years | 11.41 | 76.81 | 15% |
| Returns for 10 years | 58.60 | 234.96 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement