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DFMIX vs VTSAX
DFMIX vs VTSAX Comparison
Open Charts DFMIX vs VTSAX
Davidson Multi-Cap Equity I
Price$34.26
Change-$0.03 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$140.09
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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DFMIX vs VTSAX Comparison Chart
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DFMIX vs. VTSAX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.75T 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 : 33.26 vs. DFMIX (22.79). VTSAX return over 5 years is better than : 90.67 vs. DFMIX (38.65).
| 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 | 16.356 | 21.417 | 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 | 1.75T | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | 22.79 | 33.26 | 69% |
| Returns for 3 years | 2.42 | 25.10 | 10% |
| Returns for 5 years | 38.65 | 90.67 | 43% |
| Returns for 10 years | 71.50 | 209.47 | 34% |
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