DFMAX
Price
$35.54
Change
+$0.41 (+1.17%)
Updated
Jun 26 closing price
Net Assets
142.91M
VTSAX
Price
$146.97
Change
+$1.28 (+0.88%)
Updated
Jun 26 closing price
Net Assets
1.82T
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DFMAX vs VTSAX

Header iconDFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAXBanner chart's image
Davidson Multi-Cap Equity A
Price$35.54
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets142.91M
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
DFMAX vs VTSAX Comparison Chart in %
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DFMAX vs. VTSAX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. DFMAX (143M). VTSAX pays higher dividends than DFMAX: VTSAX (1.28) vs DFMAX (0.26). DFMAX was incepted earlier than VTSAX: DFMAX (17 years) vs VTSAX (25 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 : 11.44 vs. DFMAX (8.83). VTSAX return over 5 years is better than : 97.74 vs. DFMAX (46.37).
DFMAXVTSAXDFMAX / VTSAX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.280.043,200%
Fund Existence17 years25 years-
Gain YTD2.9603.33789%
Front Load4%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets143M1.82T0%
Annual Yield % from dividends0.261.2820%
Returns for 1 year8.8311.4477%
Returns for 3 years23.9854.2544%
Returns for 5 years46.3797.7447%
Returns for 10 years59.59191.6131%
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