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DFMAX vs VFIAX
DFMAX vs VFIAX Comparison
Open Charts DFMAX vs VFIAX
Davidson Multi-Cap Equity A
Price$36.89
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets140.64M
Vanguard 500 Index Admiral
Price$611.59
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
DFMAX vs VFIAX Comparison Chart in %
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DFMAX vs. VFIAX commentary
Nov 20, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. DFMAX (141M). VFIAX pays higher dividends than DFMAX: VFIAX (1.11) vs DFMAX (0.23). DFMAX was incepted earlier than VFIAX: DFMAX (17 years) vs VFIAX (25 years). DFMAX (1.26) is less costly to investors than VFIAX (0.04). DFMAX is a more actively managed with annual turnover of: 15.93 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 : 13.26 vs. DFMAX (7.64). VFIAX return over 5 years is better than : 86.40 vs. DFMAX (27.90).
| DFMAX | VFIAX | DFMAX / VFIAX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 8.851 | 13.652 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.46T | 0% |
| Annual Yield % from dividends | 0.23 | 1.11 | 21% |
| Returns for 1 year | 7.64 | 13.26 | 58% |
| Returns for 3 years | 28.11 | 68.36 | 41% |
| Returns for 5 years | 27.90 | 86.40 | 32% |
| Returns for 10 years | 68.50 | 219.39 | 31% |
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