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DFMAX vs VTSMX
DFMAX vs VTSMX Comparison
Open Charts DFMAX vs VTSMX
Davidson Multi-Cap Equity A
Price$34.59
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets141.07M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
DFMAX vs VTSMX Comparison Chart
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DFMAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DFMAX (141M). VTSMX pays higher dividends than DFMAX: VTSMX (1.18) vs DFMAX (0.26). 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 : 11.39 vs. DFMAX (8.09). VTSMX return over 5 years is better than : 81.77 vs. DFMAX (35.93).
| 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 | 1.436 | 1.278 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.82T | 0% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 8.09 | 11.39 | 71% |
| Returns for 3 years | 16.82 | 42.44 | 40% |
| Returns for 5 years | 35.93 | 81.77 | 44% |
| Returns for 10 years | 55.06 | 181.22 | 30% |
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