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DFMIX vs VTSAX
DFMIX vs VTSAX Comparison
Open Charts DFMIX vs VTSAX
Davidson Multi-Cap Equity I
Price$33.87
Change-$0.54 (-1.57%)
VolumeN/A
Net Assets142.35M
Vanguard Total Stock Mkt Idx Adm
Price$139.61
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
DFMIX vs VTSAX Comparison Chart
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DFMIX vs. VTSAX commentary
May 22, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. DFMIX (142M). VTSAX pays higher dividends than DFMIX: VTSAX (1.36) vs DFMIX (0.48). DFMIX was incepted earlier than VTSAX: DFMIX (12 years) vs VTSAX (25 years). DFMIX (1.03) is less costly to investors than VTSAX (0.04). DFMIX is a more actively managed with annual turnover of: 29.02 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 : 11.10 vs. DFMIX (6.51). VTSAX return over 5 years is better than : 96.34 vs. DFMIX (47.86).
| DFMIX | VTSAX | DFMIX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 0.968 | 0.776 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 1.72T | 0% |
| Annual Yield % from dividends | 0.48 | 1.36 | 35% |
| Returns for 1 year | 6.51 | 11.10 | 59% |
| Returns for 3 years | 23.46 | 49.89 | 47% |
| Returns for 5 years | 47.86 | 96.34 | 50% |
| Returns for 10 years | 54.23 | 175.17 | 31% |
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