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DLQIX vs VTSMX
DLQIX vs VTSMX Comparison
Open Charts DLQIX vs VTSMX
BNY Mellon Large Cap Equity I
Price$15.11
Change-$0.16 (-1.05%)
VolumeN/A
Net Assets163.14M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
DLQIX vs VTSMX Comparison Chart
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DLQIX 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 DLQIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DLQIX (163M). VTSMX pays higher dividends than DLQIX: VTSMX (1.18) vs DLQIX (0.56). DLQIX was incepted earlier than VTSMX: DLQIX (28 years) vs VTSMX (33 years). DLQIX (0.83) is less costly to investors than VTSMX (0.14). DLQIX is a more actively managed with annual turnover of: 39.80 vs. VTSMX (2.00). DLQIX has a lower initial minimum investment than VTSMX: DLQIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. DLQIX (-15.30). VTSMX return over 5 years is better than : 91.36 vs. DLQIX (-25.56).
| DLQIX | VTSMX | DLQIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 1.070 | 1.349 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.18 | 47% |
| Returns for 1 year | -15.30 | 10.06 | -152% |
| Returns for 3 years | -27.00 | 57.59 | -47% |
| Returns for 5 years | -25.56 | 91.36 | -28% |
| Returns for 10 years | -13.81 | 178.92 | -8% |
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