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DFMIX vs VSTSX
DFMIX vs VSTSX Comparison
Open Charts DFMIX vs VSTSX
Davidson Multi-Cap Equity I
Price$36.50
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets148.64M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
DFMIX vs VSTSX Comparison Chart in %
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DFMIX vs. VSTSX commentary
Jul 06, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. DFMIX (149M). VSTSX pays higher dividends than DFMIX: VSTSX (1.23) vs DFMIX (0.43). DFMIX was incepted earlier than VSTSX: DFMIX (12 years) vs VSTSX (9 years). DFMIX (1.03) is less costly to investors than VSTSX (0.01). DFMIX is a more actively managed with annual turnover of: 29.02 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 : 13.91 vs. DFMIX (12.22). VSTSX return over 5 years is better than : 95.76 vs. DFMIX (46.84).
| DFMIX | VSTSX | DFMIX / VSTSX | |
| Total Expense Ratio | 0.90 | 0.01 | 9,000% |
| Annual Report Gross Expense Ratio | 1.03 | 0.01 | 10,300% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.101 | 6.427 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.23 | 35% |
| Returns for 1 year | 12.22 | 13.91 | 88% |
| Returns for 3 years | 31.66 | 62.21 | 51% |
| Returns for 5 years | 46.84 | 95.76 | 49% |
| Returns for 10 years | 68.17 | N/A | - |
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