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DFMIX vs VSTSX
DFMIX vs VSTSX Comparison
Open Charts DFMIX vs VSTSX
Davidson Multi-Cap Equity I
Price$35.26
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
DFMIX vs VSTSX Comparison Chart
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DFMIX vs. VSTSX commentary
Dec 19, 2024
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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. DFMIX (149M). VSTSX pays higher dividends than DFMIX: VSTSX (1.36) vs DFMIX (0.52). DFMIX was incepted earlier than VSTSX: DFMIX (11 years) vs VSTSX (8 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 : 26.94 vs. DFMIX (21.29). VSTSX return over 5 years is better than : 84.26 vs. DFMIX (42.07).
| DFMIX | VSTSX | DFMIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 20.179 | 26.417 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.84T | 0% |
| Annual Yield % from dividends | 0.52 | 1.36 | 38% |
| Returns for 1 year | 21.29 | 26.94 | 79% |
| Returns for 3 years | 11.75 | 27.95 | 42% |
| Returns for 5 years | 42.07 | 84.26 | 50% |
| Returns for 10 years | 65.13 | N/A | - |