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DFMAX vs VTSMX
DFMAX vs VTSMX Comparison
Open Charts DFMAX vs VTSMX
Davidson Multi-Cap Equity A
Price$31.97
Change+$0.70 (+2.24%)
VolumeN/A
Net Assets129.65M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
DFMAX vs VTSMX Comparison Chart
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DFMAX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. DFMAX (130M). VTSMX pays higher dividends than DFMAX: VTSMX (1.25) vs DFMAX (0.27). 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 : 5.27 vs. DFMAX (-1.45). VTSMX return over 5 years is better than : 86.77 vs. DFMAX (36.56).
| 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 | -9.760 | -9.023 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 1.7T | 0% |
| Annual Yield % from dividends | 0.27 | 1.25 | 21% |
| Returns for 1 year | -1.45 | 5.27 | -27% |
| Returns for 3 years | 1.87 | 22.56 | 8% |
| Returns for 5 years | 36.56 | 86.77 | 42% |
| Returns for 10 years | 36.47 | 150.14 | 24% |
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