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DFMIX vs VSTSX
DFMIX vs VSTSX Comparison
Open Charts DFMIX vs VSTSX
Davidson Multi-Cap Equity I
Price$32.05
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets132.63M
Vanguard Total Stock Mkt Idx Instl Sel
Price$259.56
Change+$1.72 (+0.67%)
VolumeN/A
Net Assets1.7T
DFMIX vs VSTSX Comparison Chart
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DFMIX vs. VSTSX commentary
Apr 26, 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: 1.7T vs. DFMIX (133M). VSTSX pays higher dividends than DFMIX: VSTSX (1.37) vs DFMIX (0.48). DFMIX was incepted earlier than VSTSX: DFMIX (11 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 : 7.99 vs. DFMIX (3.42). VSTSX return over 5 years is better than : 90.79 vs. DFMIX (43.12).
| 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 | 11 years | 9 years | - |
| Gain YTD | -6.221 | -7.122 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 1.7T | 0% |
| Annual Yield % from dividends | 0.48 | 1.37 | 35% |
| Returns for 1 year | 3.42 | 7.99 | 43% |
| Returns for 3 years | 8.36 | 28.95 | 29% |
| Returns for 5 years | 43.12 | 90.79 | 47% |
| Returns for 10 years | 43.61 | N/A | - |