DFMAX
Price
$37.43
Change
-$0.01 (-0.03%)
Updated
Sep 17 closing price
Net Assets
149M
FXAIX
Price
$229.83
Change
-$0.22 (-0.10%)
Updated
Sep 17 closing price
Net Assets
696.27B
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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$37.43
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets149M
Fidelity 500 Index
Price$229.83
Change-$0.22 (-0.10%)
VolumeN/A
Net Assets696.27B
DFMAX vs FXAIX Comparison Chart in %
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DFMAX vs. FXAIX commentary
Sep 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. DFMAX (149M). FXAIX pays higher dividends than DFMAX: FXAIX (1.16) 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 : 18.77 vs. DFMAX (12.14). FXAIX return over 5 years is better than : 114.32 vs. DFMAX (43.91).
DFMAXFXAIXDFMAX / FXAIX
Total Expense Ratio1.150.017,667%
Annual Report Gross Expense Ratio1.280.018,533%
Fund Existence17 years14 years-
Gain YTD9.73013.36273%
Front Load4%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets149M696B0%
Annual Yield % from dividends0.241.1620%
Returns for 1 year12.1418.7765%
Returns for 3 years32.4678.2641%
Returns for 5 years43.91114.3238%
Returns for 10 years80.74270.0430%
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