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DFMAX vs FXAIX
DFMAX vs FXAIX Comparison
Open Charts DFMAX vs FXAIX
Davidson Multi-Cap Equity A
Price$37.51
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets146.1M
DFMAX vs FXAIX Comparison Chart in %
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DFMAX vs. FXAIX commentary
Oct 20, 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.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. DFMAX (146M). FXAIX pays higher dividends than DFMAX: FXAIX (1.12) vs DFMAX (0.23). DFMAX was incepted earlier than FXAIX: DFMAX (17 years) vs FXAIX (14 years). DFMAX (1.28) 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 : 15.54 vs. DFMAX (9.76). FXAIX return over 5 years is better than : 105.92 vs. DFMAX (35.39).
| DFMAX | FXAIX | DFMAX / FXAIX | |
| Total Expense Ratio | 1.15 | 0.01 | 7,667% |
| Annual Report Gross Expense Ratio | 1.28 | 0.01 | 8,533% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 9.936 | 14.435 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 723B | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 21% |
| Returns for 1 year | 9.76 | 15.54 | 63% |
| Returns for 3 years | 37.05 | 87.16 | 43% |
| Returns for 5 years | 35.39 | 105.92 | 33% |
| Returns for 10 years | 74.75 | 261.52 | 29% |
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