DFMAX
Price
$36.21
Change
+$0.18 (+0.50%)
Updated
Aug 8 closing price
Net Assets
146.89M
FXAIX
Price
$222.08
Change
+$1.74 (+0.79%)
Updated
Aug 8 closing price
Net Assets
681.82B
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DFMAX vs FXAIX

Header iconDFMAX vs FXAIX Comparison
Open Charts DFMAX vs FXAIXBanner chart's image
Davidson Multi-Cap Equity A
Price$36.21
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets146.89M
Fidelity 500 Index
Price$222.08
Change+$1.74 (+0.79%)
VolumeN/A
Net Assets681.82B
DFMAX vs FXAIX Comparison Chart in %
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DFMAX vs. FXAIX commentary
Aug 10, 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 DFMAX is a Buy and FXAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. DFMAX (147M). FXAIX pays higher dividends than DFMAX: FXAIX (1.19) vs DFMAX (0.24). DFMAX was incepted earlier than FXAIX: DFMAX (17 years) vs FXAIX (14 years). DFMAX (1.28) is less costly to investors than FXAIX (0.01). DFMAX is a more actively managed with annual turnover of: 29.02 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than DFMAX: FXAIX (0) vs DFMAX (2500). FXAIX annual gain was more profitable for investors over the last year : 21.70 vs. DFMAX (14.87). FXAIX return over 5 years is better than : 105.40 vs. DFMAX (37.67).
DFMAXFXAIXDFMAX / FXAIX
Total Expense Ratio1.150.017,667%
Annual Report Gross Expense Ratio1.280.018,533%
Fund Existence17 years14 years-
Gain YTD6.1259.43565%
Front Load4%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets147M682B0%
Annual Yield % from dividends0.241.1920%
Returns for 1 year14.8721.7069%
Returns for 3 years20.2462.0633%
Returns for 5 years37.67105.4036%
Returns for 10 years64.14236.5027%
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