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DFMIX vs VSTSX
DFMIX vs VSTSX Comparison
Open Charts DFMIX vs VSTSX
Davidson Multi-Cap Equity I
Price$35.06
Change-$0.56 (-1.57%)
VolumeN/A
Net Assets146.18M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
DFMIX vs VSTSX Comparison Chart
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DFMIX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. DFMIX (146M). VSTSX pays higher dividends than DFMIX: VSTSX (1.36) vs DFMIX (0.52). DFMIX was incepted earlier than VSTSX: DFMIX (11 years) vs VSTSX (9 years). DFMIX is a more actively managed with annual turnover of: 16.44 vs. VSTSX (2.00). DFMIX has a lower initial minimum investment than VSTSX: DFMIX (100000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. DFMIX (13.75). VSTSX return over 5 years is better than : 74.94 vs. DFMIX (35.75).
| DFMIX | VSTSX | DFMIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.876 | 2.135 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.84T | 0% |
| Annual Yield % from dividends | 0.52 | 1.36 | 38% |
| Returns for 1 year | 13.75 | 17.63 | 78% |
| Returns for 3 years | 16.72 | 36.87 | 45% |
| Returns for 5 years | 35.75 | 74.94 | 48% |
| Returns for 10 years | 59.17 | N/A | - |
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