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DFMIX vs VFIAX
DFMIX vs VFIAX Comparison
Open Charts DFMIX vs VFIAX
Davidson Multi-Cap Equity I
Price$36.04
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets146.31M
Vanguard 500 Index Admiral
Price$585.53
Change-$0.44 (-0.08%)
VolumeN/A
Net Assets1.49T
DFMIX vs VFIAX Comparison Chart in %
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DFMIX vs. VFIAX commentary
Aug 08, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. DFMIX (146M). VFIAX pays higher dividends than DFMIX: VFIAX (1.18) vs DFMIX (0.43). DFMIX was incepted earlier than VFIAX: DFMIX (12 years) vs VFIAX (25 years). DFMIX (1.03) is less costly to investors than VFIAX (0.04). DFMIX is a more actively managed with annual turnover of: 29.02 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than DFMIX: VFIAX (3000) vs DFMIX (100000). VFIAX annual gain was more profitable for investors over the last year : 22.10 vs. DFMIX (17.13). VFIAX return over 5 years is better than : 89.42 vs. DFMIX (38.70).
| DFMIX | VFIAX | DFMIX / VFIAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 6.103 | 7.985 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.49T | 0% |
| Annual Yield % from dividends | 0.43 | 1.18 | 36% |
| Returns for 1 year | 17.13 | 22.10 | 78% |
| Returns for 3 years | 20.02 | 53.34 | 38% |
| Returns for 5 years | 38.70 | 89.42 | 43% |
| Returns for 10 years | 65.09 | 201.70 | 32% |
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