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DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$33.60
Change-$0.22 (-0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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DFMAX vs VTSAX Comparison Chart
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DFMAX vs. VTSAX commentary
Sep 21, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. DFMAX (141M). VTSAX pays higher dividends than DFMAX: VTSAX (1.35) vs DFMAX (0.29). DFMAX was incepted earlier than VTSAX: DFMAX (16 years) vs VTSAX (24 years). DFMAX is a more actively managed with annual turnover of: 16.44 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 : 31.56 vs. DFMAX (21.44). VTSAX return over 5 years is better than : 85.68 vs. DFMAX (33.02).
| DFMAX | VTSAX | DFMAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.821 | 18.645 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.72T | 0% |
| Annual Yield % from dividends | 0.29 | 1.35 | 22% |
| Returns for 1 year | 21.44 | 31.56 | 68% |
| Returns for 3 years | 3.44 | 25.35 | 14% |
| Returns for 5 years | 33.02 | 85.68 | 39% |
| Returns for 10 years | 57.66 | 188.32 | 31% |
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