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DFMIX vs VFFSX
DFMIX vs VFFSX Comparison
Open Charts DFMIX vs VFFSX
Davidson Multi-Cap Equity I
Price$31.41
Change-$1.66 (-5.02%)
VolumeN/A
Net Assets137.35M
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
DFMIX vs VFFSX Comparison Chart
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DFMIX vs. VFFSX commentary
Apr 04, 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 Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. DFMIX (137M). VFFSX pays higher dividends than DFMIX: VFFSX (1.36) vs DFMIX (0.48). DFMIX was incepted earlier than VFFSX: DFMIX (11 years) vs VFFSX (9 years). DFMIX (1.03) is less costly to investors than VFFSX (0.01). DFMIX is a more actively managed with annual turnover of: 29.02 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 : 8.88 vs. DFMIX (3.54). VFFSX return over 5 years is better than : 128.09 vs. DFMIX (69.91).
| DFMIX | VFFSX | DFMIX / VFFSX | |
| Total Expense Ratio | 0.90 | 0.01 | 9,000% |
| Annual Report Gross Expense Ratio | 1.03 | 0.01 | 10,300% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -2.964 | -3.583 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 1.4T | 0% |
| Annual Yield % from dividends | 0.48 | 1.36 | 35% |
| Returns for 1 year | 3.54 | 8.88 | 40% |
| Returns for 3 years | 4.02 | 23.90 | 17% |
| Returns for 5 years | 69.91 | 128.09 | 55% |
| Returns for 10 years | 51.57 | N/A | - |
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