DFMAX
Price
$34.59
Change
-$0.02 (-0.06%)
Updated
Jun 5 closing price
Net Assets
141.07M
VTSAX
Price
$142.15
Change
-$0.65 (-0.46%)
Updated
Jun 5 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$34.59
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets141.07M
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
DFMAX vs VTSAX Comparison Chart
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DFMAX vs. VTSAX commentary
Jun 06, 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 (141M). 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 : 11.40 vs. DFMAX (8.09). VTSAX return over 5 years is better than : 81.77 vs. DFMAX (35.93).
DFMAXVTSAXDFMAX / VTSAX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.280.043,200%
Fund Existence17 years25 years-
Gain YTD1.4361.287112%
Front Load4%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets141M1.82T0%
Annual Yield % from dividends0.261.2820%
Returns for 1 year8.0911.4071%
Returns for 3 years16.8242.4540%
Returns for 5 years35.9381.7744%
Returns for 10 years55.06181.8130%
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