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DFMAX vs VITSX
DFMAX vs VITSX Comparison
Open Charts DFMAX vs VITSX
Davidson Multi-Cap Equity A
Price$31.43
Change-$1.66 (-5.02%)
VolumeN/A
Net Assets137.35M
Vanguard Total Stock Market Idx I
Price$120.96
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
DFMAX vs VITSX Comparison Chart
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DFMAX vs. VITSX commentary
Apr 05, 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. DFMAX (137M). VITSX pays higher dividends than DFMAX: VITSX (1.36) vs DFMAX (0.27). DFMAX was incepted earlier than VITSX: DFMAX (17 years) vs VITSX (28 years). DFMAX (1.28) is less costly to investors than VITSX (0.03). DFMAX is a more actively managed with annual turnover of: 29.02 vs. VITSX (2.00). DFMAX has a lower initial minimum investment than VITSX: DFMAX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 8.05 vs. DFMAX (3.28). VITSX return over 5 years is better than : 126.25 vs. DFMAX (68.37).
| DFMAX | VITSX | DFMAX / VITSX | |
| Total Expense Ratio | 1.15 | 0.03 | 3,833% |
| Annual Report Gross Expense Ratio | 1.28 | 0.03 | 4,267% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -3.019 | -3.989 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 1.81T | 0% |
| Annual Yield % from dividends | 0.27 | 1.36 | 20% |
| Returns for 1 year | 3.28 | 8.05 | 41% |
| Returns for 3 years | 3.56 | 21.03 | 17% |
| Returns for 5 years | 68.37 | 126.25 | 54% |
| Returns for 10 years | 49.34 | 167.38 | 29% |
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