Ad is loading...
DFMAX vs VTSMX
DFMAX vs VTSMX Comparison
Open Charts DFMAX vs VTSMX
Davidson Multi-Cap Equity A
Price$35.58
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets147.84M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
DFMAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFMAX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. DFMAX (148M). 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 : 24.48 vs. DFMAX (18.71). VTSMX return over 5 years is better than : 83.05 vs. DFMAX (41.01).
| 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 | 3.634 | 2.986 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 1.78T | 0% |
| Annual Yield % from dividends | 0.29 | 1.26 | 23% |
| Returns for 1 year | 18.71 | 24.48 | 76% |
| Returns for 3 years | 13.52 | 31.83 | 42% |
| Returns for 5 years | 41.01 | 83.05 | 49% |
| Returns for 10 years | 66.98 | 196.61 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...