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DFMAX vs VSTSX
DFMAX vs VSTSX Comparison
Open Charts DFMAX vs VSTSX
Davidson Multi-Cap Equity A
Price$35.09
Change-$0.56 (-1.57%)
VolumeN/A
Net Assets146.18M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
DFMAX vs VSTSX Comparison Chart
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DFMAX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. DFMAX (146M). VSTSX pays higher dividends than DFMAX: VSTSX (1.36) vs DFMAX (0.29). DFMAX was incepted earlier than VSTSX: DFMAX (17 years) vs VSTSX (9 years). DFMAX is a more actively managed with annual turnover of: 16.44 vs. VSTSX (2.00). DFMAX has a lower initial minimum investment than VSTSX: DFMAX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. DFMAX (13.44). VSTSX return over 5 years is better than : 74.94 vs. DFMAX (34.52).
| DFMAX | VSTSX | DFMAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 2.843 | 2.135 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.84T | 0% |
| Annual Yield % from dividends | 0.29 | 1.36 | 21% |
| Returns for 1 year | 13.44 | 17.63 | 76% |
| Returns for 3 years | 16.22 | 36.87 | 44% |
| Returns for 5 years | 34.52 | 74.94 | 46% |
| Returns for 10 years | 56.87 | N/A | - |