Ad is loading...
DFMIX vs FXAIX
DFMIX vs FXAIX Comparison
Open Charts DFMIX vs FXAIX
Davidson Multi-Cap Equity I
Price$35.26
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
DFMIX vs FXAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFMIX vs. FXAIX commentary
Dec 19, 2024
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 StrongBuy and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. DFMIX (149M). 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 : 29.40 vs. DFMIX (21.29). FXAIX return over 5 years is better than : 104.23 vs. DFMIX (42.07).
| 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 | 20.179 | 28.550 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 632B | 0% |
| Annual Yield % from dividends | 0.52 | 1.31 | 39% |
| Returns for 1 year | 21.29 | 29.40 | 72% |
| Returns for 3 years | 11.75 | 37.14 | 32% |
| Returns for 5 years | 42.07 | 104.23 | 40% |
| Returns for 10 years | 65.13 | 217.91 | 30% |