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DFMAX vs VSTSX
DFMAX vs VSTSX Comparison
Open Charts DFMAX vs VSTSX
Davidson Multi-Cap Equity A
Price$33.09
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets136.37M
Vanguard Total Stock Mkt Idx Instl Sel
Price$264.42
Change+$1.04 (+0.39%)
VolumeN/A
Net Assets1.81T
DFMAX vs VSTSX Comparison Chart
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DFMAX vs. VSTSX commentary
Apr 03, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. DFMAX (136M). VSTSX pays higher dividends than DFMAX: VSTSX (1.37) vs DFMAX (0.27). DFMAX was incepted earlier than VSTSX: DFMAX (17 years) vs VSTSX (9 years). DFMAX (1.28) is less costly to investors than VSTSX (0.01). DFMAX is a more actively managed with annual turnover of: 29.02 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 : 6.08 vs. DFMAX (1.65). VSTSX return over 5 years is better than : 119.97 vs. DFMAX (64.75).
| DFMAX | VSTSX | DFMAX / VSTSX | |
| Total Expense Ratio | 1.15 | 0.01 | 11,500% |
| Annual Report Gross Expense Ratio | 1.28 | 0.01 | 12,800% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -4.103 | -5.126 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 1.81T | 0% |
| Annual Yield % from dividends | 0.27 | 1.37 | 20% |
| Returns for 1 year | 1.65 | 6.08 | 27% |
| Returns for 3 years | 2.85 | 20.62 | 14% |
| Returns for 5 years | 64.75 | 119.97 | 54% |
| Returns for 10 years | 48.58 | N/A | - |