Interact to see
Advertisement
Advertisement
DFMIX vs VFINX
DFMIX vs VFINX Comparison
Open Charts DFMIX vs VFINX
Davidson Multi-Cap Equity I
Price$36.95
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets139.59M
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
DFMIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFMIX vs. VFINX commentary
Nov 20, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. DFMIX (140M). VFINX pays higher dividends than DFMIX: VFINX (1.02) vs DFMIX (0.41). DFMIX was incepted earlier than VFINX: DFMIX (12 years) vs VFINX (49 years). DFMIX (1.01) is less costly to investors than VFINX (0.14). DFMIX is a more actively managed with annual turnover of: 15.93 vs. VFINX (2.00). VFINX has a lower initial minimum investment than DFMIX: VFINX (0) vs DFMIX (100000). VFINX annual gain was more profitable for investors over the last year : 11.88 vs. DFMIX (7.27). VFINX return over 5 years is better than : 86.13 vs. DFMIX (28.84).
| DFMIX | VFINX | DFMIX / VFINX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 8.333 | 12.705 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 1.46T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 7.27 | 11.88 | 61% |
| Returns for 3 years | 27.79 | 66.96 | 42% |
| Returns for 5 years | 28.84 | 86.13 | 33% |
| Returns for 10 years | 69.81 | 216.80 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement