Interact to see
Advertisement
Advertisement
DFMAX vs VFIAX
DFMAX vs VFIAX Comparison
Open Charts DFMAX vs VFIAX
Davidson Multi-Cap Equity A
Price$37.43
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets149M
Vanguard 500 Index Admiral
Price$610.73
Change-$0.59 (-0.10%)
VolumeN/A
Net Assets1.37T
DFMAX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFMAX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. DFMAX (149M). VFIAX pays higher dividends than DFMAX: VFIAX (1.16) 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 : 17.30 vs. DFMAX (12.14). VFIAX return over 5 years is better than : 99.06 vs. DFMAX (43.91).
| 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 | 9.730 | 12.657 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.37T | 0% |
| Annual Yield % from dividends | 0.24 | 1.16 | 20% |
| Returns for 1 year | 12.14 | 17.30 | 70% |
| Returns for 3 years | 32.46 | 70.59 | 46% |
| Returns for 5 years | 43.91 | 99.06 | 44% |
| Returns for 10 years | 80.74 | 239.07 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement