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DFMAX vs VTSMX
DFMAX vs VTSMX Comparison
Open Charts DFMAX vs VTSMX
Davidson Multi-Cap Equity A
Price$34.46
Change-$0.40 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
DFMAX vs VTSMX Comparison Chart
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DFMAX vs. VTSMX commentary
Nov 18, 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. DFMAX (143M). VTSMX pays higher dividends than DFMAX: VTSMX (1.26) vs DFMAX (0.29). DFMAX was incepted earlier than VTSMX: DFMAX (16 years) vs VTSMX (33 years). DFMAX is a more actively managed with annual turnover of: 16.44 vs. VTSMX (2.00). DFMAX has a lower initial minimum investment than VTSMX: DFMAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. DFMAX (21.70). VTSMX return over 5 years is better than : 83.72 vs. DFMAX (32.45).
| DFMAX | VTSMX | DFMAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 16.734 | 22.392 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 1.73T | 0% |
| Annual Yield % from dividends | 0.29 | 1.26 | 23% |
| Returns for 1 year | 21.70 | 30.52 | 71% |
| Returns for 3 years | -2.89 | 19.91 | -15% |
| Returns for 5 years | 32.45 | 83.72 | 39% |
| Returns for 10 years | 55.83 | 186.07 | 30% |