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DFMAX vs VFIAX
DFMAX vs VFIAX Comparison
Open Charts DFMAX vs VFIAX
Davidson Multi-Cap Equity A
Price$36.21
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets146.89M
Vanguard 500 Index Admiral
Price$590.14
Change+$4.61 (+0.79%)
VolumeN/A
Net Assets1.49T
DFMAX vs VFIAX Comparison Chart in %
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DFMAX vs. VFIAX 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. DFMAX (147M). VFIAX pays higher dividends than DFMAX: VFIAX (1.18) vs DFMAX (0.24). DFMAX was incepted earlier than VFIAX: DFMAX (17 years) vs VFIAX (25 years). DFMAX (1.28) is less costly to investors than VFIAX (0.04). DFMAX is a more actively managed with annual turnover of: 29.02 vs. VFIAX (2.00). DFMAX has a lower initial minimum investment than VFIAX: DFMAX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 20.20 vs. DFMAX (14.87). VFIAX return over 5 years is better than : 90.77 vs. DFMAX (37.67).
| DFMAX | VFIAX | DFMAX / VFIAX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.28 | 0.04 | 3,200% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 6.125 | 8.754 | 70% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 1.49T | 0% |
| Annual Yield % from dividends | 0.24 | 1.18 | 20% |
| Returns for 1 year | 14.87 | 20.20 | 74% |
| Returns for 3 years | 20.24 | 55.08 | 37% |
| Returns for 5 years | 37.67 | 90.77 | 42% |
| Returns for 10 years | 64.14 | 206.72 | 31% |
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