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DFMAX vs VFINX
DFMAX vs VFINX Comparison
Open Charts DFMAX vs VFINX
Davidson Multi-Cap Equity A
Price$36.89
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets140.64M
Vanguard 500 Index Investor
Price$611.61
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
DFMAX vs VFINX Comparison Chart in %
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DFMAX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. DFMAX (141M). VFINX pays higher dividends than DFMAX: VFINX (1.02) vs DFMAX (0.23). DFMAX was incepted earlier than VFINX: DFMAX (17 years) vs VFINX (49 years). DFMAX (1.26) is less costly to investors than VFINX (0.14). DFMAX is a more actively managed with annual turnover of: 15.93 vs. VFINX (2.00). VFINX has a lower initial minimum investment than DFMAX: VFINX (0) vs DFMAX (2500). VFINX annual gain was more profitable for investors over the last year : 13.25 vs. DFMAX (7.64). VFINX return over 5 years is better than : 86.39 vs. DFMAX (27.90).
| DFMAX | VFINX | DFMAX / VFINX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 17 years | 49 years | - |
| Gain YTD | 8.851 | 13.636 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.46T | 0% |
| Annual Yield % from dividends | 0.23 | 1.02 | 22% |
| Returns for 1 year | 7.64 | 13.25 | 58% |
| Returns for 3 years | 28.11 | 68.34 | 41% |
| Returns for 5 years | 27.90 | 86.39 | 32% |
| Returns for 10 years | 68.50 | 219.42 | 31% |
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