DFMIX
Price
$36.85
Change
-$0.14 (-0.38%)
Updated
Aug 29 closing price
Net Assets
147.47M
VFINX
Price
$597.26
Change
-$3.80 (-0.63%)
Updated
Aug 29 closing price
Net Assets
1.33T
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DFMIX vs VFINX

Header iconDFMIX vs VFINX Comparison
Open Charts DFMIX vs VFINXBanner chart's image
Davidson Multi-Cap Equity I
Price$36.85
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets147.47M
Vanguard 500 Index Investor
Price$597.26
Change-$3.80 (-0.63%)
VolumeN/A
Net Assets1.33T
DFMIX vs VFINX Comparison Chart in %
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DFMIX vs. VFINX commentary
Aug 30, 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 VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. DFMIX (147M). VFINX pays higher dividends than DFMIX: VFINX (1.09) vs DFMIX (0.43). DFMIX was incepted earlier than VFINX: DFMIX (12 years) vs VFINX (49 years). DFMIX (1.03) is less costly to investors than VFINX (0.14). DFMIX is a more actively managed with annual turnover of: 29.02 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 : 16.32 vs. DFMIX (11.54). VFINX return over 5 years is better than : 85.38 vs. DFMIX (36.50).
DFMIXVFINXDFMIX / VFINX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio1.030.14736%
Fund Existence12 years49 years-
Gain YTD8.53910.74879%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets147M1.33T0%
Annual Yield % from dividends0.431.0939%
Returns for 1 year11.5416.3271%
Returns for 3 years28.2163.1545%
Returns for 5 years36.5085.3843%
Returns for 10 years85.42239.6936%
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