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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$23.10
Change+$0.21 (+0.92%)
VolumeN/A
Net Assets68.6M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
DLCIX vs VTSMX Comparison Chart in %
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DLCIX vs. VTSMX commentary
Jul 07, 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 (68.6M). VTSMX pays higher dividends than DLCIX: VTSMX (1.12) vs DLCIX (0.43). 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 : 13.89 vs. DLCIX (-6.63). VTSMX return over 5 years is better than : 95.59 vs. DLCIX (16.82).
| 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 | 7.217 | 6.421 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.12 | 38% |
| Returns for 1 year | -6.63 | 13.89 | -48% |
| Returns for 3 years | 12.04 | 62.08 | 19% |
| Returns for 5 years | 16.82 | 95.59 | 18% |
| Returns for 10 years | 39.20 | 198.05 | 20% |
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