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DFMIX vs VTSAX
DFMIX vs VTSAX Comparison
Open Charts DFMIX vs VTSAX
Davidson Multi-Cap Equity I
Price$34.47
Change-$0.41 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
DFMIX vs VTSAX Comparison Chart
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DFMIX vs. VTSAX 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. DFMIX (143M). 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 : 30.54 vs. DFMIX (22.00). VTSAX return over 5 years is better than : 83.75 vs. DFMIX (33.63).
| 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 | 16.966 | 22.422 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 1.73T | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | 22.00 | 30.54 | 72% |
| Returns for 3 years | -2.46 | 19.92 | -12% |
| Returns for 5 years | 33.63 | 83.75 | 40% |
| Returns for 10 years | 58.03 | 186.74 | 31% |
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