Ad is loading...
DFMIX vs VFFSX
DFMIX vs VFFSX Comparison
Open Charts DFMIX vs VFFSX
Davidson Multi-Cap Equity I
Price$35.06
Change-$0.56 (-1.57%)
VolumeN/A
Net Assets146.18M
Vanguard 500 Index Institutional Select
Price$294.71
Change-$5.11 (-1.70%)
VolumeN/A
Net Assets1.41T
DFMIX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFMIX vs. VFFSX 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 VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. DFMIX (146M). VFFSX pays higher dividends than DFMIX: VFFSX (1.33) vs DFMIX (0.52). DFMIX was incepted earlier than VFFSX: DFMIX (11 years) vs VFFSX (9 years). DFMIX is a more actively managed with annual turnover of: 16.44 vs. VFFSX (2.00). DFMIX has a lower initial minimum investment than VFFSX: DFMIX (100000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 18.30 vs. DFMIX (13.75). VFFSX return over 5 years is better than : 80.28 vs. DFMIX (35.75).
| DFMIX | VFFSX | DFMIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.876 | 2.419 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.41T | 0% |
| Annual Yield % from dividends | 0.52 | 1.33 | 39% |
| Returns for 1 year | 13.75 | 18.30 | 75% |
| Returns for 3 years | 16.72 | 39.85 | 42% |
| Returns for 5 years | 35.75 | 80.28 | 45% |
| Returns for 10 years | 59.17 | N/A | - |