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DFMIX vs FXAIX
DFMIX vs FXAIX Comparison
Open Charts DFMIX vs FXAIX
Davidson Multi-Cap Equity I
Price$35.06
Change-$0.56 (-1.57%)
VolumeN/A
Net Assets146.18M
DFMIX vs FXAIX Comparison Chart
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DFMIX vs. FXAIX commentary
Feb 23, 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 DFMIX is a Hold and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. DFMIX (146M). FXAIX pays higher dividends than DFMIX: FXAIX (1.31) vs DFMIX (0.52). DFMIX was incepted earlier than FXAIX: DFMIX (11 years) vs FXAIX (14 years). DFMIX is a more actively managed with annual turnover of: 16.44 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than DFMIX: FXAIX (0) vs DFMIX (100000). FXAIX annual gain was more profitable for investors over the last year : 19.81 vs. DFMIX (13.75). FXAIX return over 5 years is better than : 94.76 vs. DFMIX (35.75).
| DFMIX | FXAIX | DFMIX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 2.876 | 2.419 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 639B | 0% |
| Annual Yield % from dividends | 0.52 | 1.31 | 39% |
| Returns for 1 year | 13.75 | 19.81 | 69% |
| Returns for 3 years | 16.72 | 46.26 | 36% |
| Returns for 5 years | 35.75 | 94.76 | 38% |
| Returns for 10 years | 59.17 | 208.81 | 28% |
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