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DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$36.06
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets146.1M
Vanguard Total Stock Mkt Idx Adm
Price$149.59
Change+$0.57 (+0.38%)
VolumeN/A
Net Assets1.91T
DFMAX vs VTSAX Comparison Chart in %
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DFMAX vs. VTSAX commentary
Jul 18, 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: 1.91T vs. DFMAX (146M). VTSAX pays higher dividends than DFMAX: VTSAX (1.21) vs DFMAX (0.24). 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 : 9.80 vs. DFMAX (8.09). VTSAX return over 5 years is better than : 88.40 vs. DFMAX (39.86).
| 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 | 25 years | - |
| Gain YTD | 5.422 | 5.714 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.21 | 20% |
| Returns for 1 year | 8.09 | 9.80 | 83% |
| Returns for 3 years | 28.66 | 59.45 | 48% |
| Returns for 5 years | 39.86 | 88.40 | 45% |
| Returns for 10 years | 59.10 | 189.40 | 31% |
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