Ad is loading...
DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$31.97
Change+$0.70 (+2.24%)
VolumeN/A
Net Assets129.65M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
DFMAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFMAX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. DFMAX (130M). VTSAX pays higher dividends than DFMAX: VTSAX (1.35) vs DFMAX (0.27). 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 : 5.27 vs. DFMAX (-1.45). VTSAX return over 5 years is better than : 86.80 vs. DFMAX (36.56).
| 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 | -9.760 | -9.019 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 1.7T | 0% |
| Annual Yield % from dividends | 0.27 | 1.35 | 20% |
| Returns for 1 year | -1.45 | 5.27 | -27% |
| Returns for 3 years | 1.87 | 22.59 | 8% |
| Returns for 5 years | 36.56 | 86.80 | 42% |
| Returns for 10 years | 36.47 | 150.71 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers