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DFMAX vs VSTSX
DFMAX vs VSTSX Comparison
Open Charts DFMAX vs VSTSX
Davidson Multi-Cap Equity A
Price$34.19
Change-$1.12 (-3.17%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
DFMAX vs VSTSX Comparison Chart
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DFMAX vs. VSTSX commentary
Dec 19, 2024
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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. DFMAX (148M). VSTSX pays higher dividends than DFMAX: VSTSX (1.36) vs DFMAX (0.29). DFMAX was incepted earlier than VSTSX: DFMAX (16 years) vs VSTSX (8 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 : 26.94 vs. DFMAX (20.98). VSTSX return over 5 years is better than : 84.26 vs. DFMAX (40.75).
| DFMAX | VSTSX | DFMAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 19.912 | 26.417 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 1.84T | 0% |
| Annual Yield % from dividends | 0.29 | 1.36 | 21% |
| Returns for 1 year | 20.98 | 26.94 | 78% |
| Returns for 3 years | 11.23 | 27.95 | 40% |
| Returns for 5 years | 40.75 | 84.26 | 48% |
| Returns for 10 years | 62.75 | N/A | - |
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