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DFMIX vs VFFSX
DFMIX vs VFFSX Comparison
Open Charts DFMIX vs VFFSX
Davidson Multi-Cap Equity I
Price$34.85
Change+$0.34 (+0.99%)
VolumeN/A
Net Assets145.58M
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
DFMIX vs VFFSX Comparison Chart
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DFMIX vs. VFFSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T 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 : 25.56 vs. DFMIX (18.74). VFFSX return over 5 years is better than : 80.32 vs. DFMIX (35.14).
| 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 | 2.259 | 2.012 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.35T | 0% |
| Annual Yield % from dividends | 0.52 | 1.33 | 39% |
| Returns for 1 year | 18.74 | 25.56 | 73% |
| Returns for 3 years | 11.36 | 31.20 | 36% |
| Returns for 5 years | 35.14 | 80.32 | 44% |
| Returns for 10 years | 67.60 | N/A | - |