Ad is loading...
DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$33.14
Change-$0.76 (-2.24%)
VolumeN/A
Net Assets141.05M
Vanguard Total Stock Mkt Idx Adm
Price$134.15
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
DFMAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFMAX vs. VTSAX commentary
Mar 11, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. DFMAX (141M). VTSAX pays higher dividends than DFMAX: VTSAX (1.25) vs DFMAX (0.25). DFMAX was incepted earlier than VTSAX: DFMAX (17 years) vs VTSAX (24 years). DFMAX (1.28) is less costly to investors than VTSAX (0.04). DFMAX is a more actively managed with annual turnover of: 29.02 vs. VTSAX (2.00). DFMAX has a lower initial minimum investment than VTSAX: DFMAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. DFMAX (8.47). VTSAX return over 5 years is better than : 106.16 vs. DFMAX (57.89).
| DFMAX | VTSAX | DFMAX / VTSAX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.28 | 0.04 | 3,200% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -0.645 | -2.170 | 30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | 8.47 | 11.52 | 74% |
| Returns for 3 years | 14.15 | 34.14 | 41% |
| Returns for 5 years | 57.89 | 106.16 | 55% |
| Returns for 10 years | 55.15 | 175.65 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers