Ad is loading...
Ad is loading...
DFMIX vs VSTSX
DFMIX vs VSTSX Comparison
Open Charts DFMIX vs VSTSX
Davidson Multi-Cap Equity I
Price$34.47
Change-$0.41 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
DFMIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFMIX vs. VSTSX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. DFMIX (143M). 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 : 30.56 vs. DFMIX (22.00). VSTSX return over 5 years is better than : 83.83 vs. DFMIX (33.63).
| 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 | 16.966 | 22.443 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 1.73T | 0% |
| Annual Yield % from dividends | 0.52 | 1.36 | 38% |
| Returns for 1 year | 22.00 | 30.56 | 72% |
| Returns for 3 years | -2.46 | 19.98 | -12% |
| Returns for 5 years | 33.63 | 83.83 | 40% |
| Returns for 10 years | 58.03 | N/A | - |