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DLCIX vs VTSMX
DLCIX vs VTSMX Comparison
Open Charts DLCIX vs VTSMX
Dana Large Cap Equity Institutional
Price$25.07
Change-$0.45 (-1.76%)
VolumeN/A
Net Assets72.23M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
DLCIX vs VTSMX Comparison Chart in %
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DLCIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. DLCIX (72.2M). 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 : 13.42 vs. DLCIX (-6.50). VTSMX return over 5 years is better than : 83.98 vs. DLCIX (11.83).
| 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 | 16.480 | 15.972 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 2.05T | 0% |
| Annual Yield % from dividends | 0.35 | 1.02 | 35% |
| Returns for 1 year | -6.50 | 13.42 | -48% |
| Returns for 3 years | 17.72 | 68.22 | 26% |
| Returns for 5 years | 11.83 | 83.98 | 14% |
| Returns for 10 years | 57.35 | 235.40 | 24% |
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