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DFMAX vs VTSMX
DFMAX vs VTSMX Comparison
Open Charts DFMAX vs VTSMX
Davidson Multi-Cap Equity A
Price$33.14
Change-$0.76 (-2.24%)
VolumeN/A
Net Assets141.05M
Vanguard Total Stock Mkt Idx I
Price$134.10
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
DFMAX vs VTSMX Comparison Chart
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DFMAX vs. VTSMX commentary
Mar 11, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. DFMAX (141M). VTSMX pays higher dividends than DFMAX: VTSMX (1.15) vs DFMAX (0.25). DFMAX was incepted earlier than VTSMX: DFMAX (17 years) vs VTSMX (33 years). DFMAX (1.28) is less costly to investors than VTSMX (0.14). DFMAX is a more actively managed with annual turnover of: 29.02 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 : 11.51 vs. DFMAX (8.47). VTSMX return over 5 years is better than : 106.13 vs. DFMAX (57.89).
| DFMAX | VTSMX | DFMAX / VTSMX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.28 | 0.14 | 914% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -0.645 | -2.184 | 30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.15 | 22% |
| Returns for 1 year | 8.47 | 11.51 | 74% |
| Returns for 3 years | 14.15 | 34.12 | 41% |
| Returns for 5 years | 57.89 | 106.13 | 55% |
| Returns for 10 years | 55.15 | 175.05 | 32% |
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