DFMAX
Price
$35.80
Change
+$0.13 (+0.36%)
Updated
Dec 24 closing price
Net Assets
138.94M
FXAIX
Price
$240.68
Change
+$0.78 (+0.33%)
Updated
Dec 24 closing price
Net Assets
738.56B
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DFMAX vs FXAIX

Header iconDFMAX vs FXAIX Comparison
Open Charts DFMAX vs FXAIXBanner chart's image
Davidson Multi-Cap Equity A
Price$35.80
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets138.94M
Fidelity 500 Index
Price$240.68
Change+$0.78 (+0.33%)
VolumeN/A
Net Assets738.56B
DFMAX vs FXAIX Comparison Chart in %
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DFMAX vs. FXAIX commentary
Dec 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 DFMAX is a Hold and FXAIX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. DFMAX (139M). FXAIX pays higher dividends than DFMAX: FXAIX (1.11) vs DFMAX (0.23). DFMAX was incepted earlier than FXAIX: DFMAX (17 years) vs FXAIX (15 years). DFMAX (1.26) is less costly to investors than FXAIX (0.01). DFMAX is a more actively managed with annual turnover of: 15.93 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than DFMAX: FXAIX (0) vs DFMAX (2500). FXAIX annual gain was more profitable for investors over the last year : 15.48 vs. DFMAX (2.78). FXAIX return over 5 years is better than : 100.07 vs. DFMAX (30.85).
DFMAXFXAIXDFMAX / FXAIX
Total Expense Ratio1.150.017,667%
Annual Report Gross Expense Ratio1.260.018,400%
Fund Existence17 years15 years-
Gain YTD4.92418.55727%
Front Load4%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets139M739B0%
Annual Yield % from dividends0.231.1121%
Returns for 1 year2.7815.4818%
Returns for 3 years40.3986.9746%
Returns for 5 years30.85100.0731%
Returns for 10 years73.63270.5927%
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