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DFMIX vs VTSAX
DFMIX vs VTSAX Comparison
Open Charts DFMIX vs VTSAX
Davidson Multi-Cap Equity I
Price$34.14
Change-$1.12 (-3.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
DFMIX vs VTSAX Comparison Chart
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DFMIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. DFMIX (148M). VTSAX pays higher dividends than DFMIX: VTSAX (1.35) vs DFMIX (0.52). DFMIX was incepted earlier than VTSAX: DFMIX (11 years) vs VTSAX (24 years). DFMIX is a more actively managed with annual turnover of: 16.44 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than DFMIX: VTSAX (3000) vs DFMIX (100000). VTSAX annual gain was more profitable for investors over the last year : 26.91 vs. DFMIX (21.29). VTSAX return over 5 years is better than : 84.17 vs. DFMIX (42.07).
| DFMIX | VTSAX | DFMIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 20.179 | 26.390 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 1.84T | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | 21.29 | 26.91 | 79% |
| Returns for 3 years | 11.75 | 27.89 | 42% |
| Returns for 5 years | 42.07 | 84.17 | 50% |
| Returns for 10 years | 65.13 | 192.77 | 34% |
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