DFMAX
Price
$35.54
Change
+$0.41 (+1.17%)
Updated
Jun 26 closing price
Net Assets
142.91M
VTSMX
Price
$146.91
Change
+$1.27 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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DFMAX vs VTSMX

Header iconDFMAX vs VTSMX Comparison
Open Charts DFMAX vs VTSMXBanner chart's image
Davidson Multi-Cap Equity A
Price$35.54
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets142.91M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
DFMAX vs VTSMX Comparison Chart in %
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DFMAX vs. VTSMX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DFMAX (143M). 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 : 11.43 vs. DFMAX (8.83). VTSMX return over 5 years is better than : 97.67 vs. DFMAX (46.37).
DFMAXVTSMXDFMAX / VTSMX
Total Expense Ratio1.150.14821%
Annual Report Gross Expense Ratio1.280.14914%
Fund Existence17 years33 years-
Gain YTD2.9603.32189%
Front Load4%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets143M1.82T0%
Annual Yield % from dividends0.261.1822%
Returns for 1 year8.8311.4377%
Returns for 3 years23.9854.1944%
Returns for 5 years46.3797.6747%
Returns for 10 years59.59190.8731%
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