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DFMAX vs VSTSX
DFMAX vs VSTSX Comparison
Open Charts DFMAX vs VSTSX
Davidson Multi-Cap Equity A
Price$31.97
Change+$0.70 (+2.24%)
VolumeN/A
Net Assets129.65M
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
DFMAX vs VSTSX Comparison Chart
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DFMAX vs. VSTSX commentary
Apr 25, 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: 1.7T vs. DFMAX (130M). 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 : 5.29 vs. DFMAX (-1.45). VSTSX return over 5 years is better than : 86.89 vs. DFMAX (36.56).
| 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 | -9.760 | -9.017 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 1.7T | 0% |
| Annual Yield % from dividends | 0.27 | 1.37 | 20% |
| Returns for 1 year | -1.45 | 5.29 | -27% |
| Returns for 3 years | 1.87 | 22.65 | 8% |
| Returns for 5 years | 36.56 | 86.89 | 42% |
| Returns for 10 years | 36.47 | N/A | - |
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