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DFMAX vs VFIAX
DFMAX vs VFIAX Comparison
Open Charts DFMAX vs VFIAX
Davidson Multi-Cap Equity A
Price$35.72
Change-$2.16 (-5.70%)
VolumeN/A
Net Assets137.43M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
DFMAX vs VFIAX Comparison Chart in %
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DFMAX vs. VFIAX commentary
Feb 05, 2026
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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. DFMAX (137M). VFIAX pays higher dividends than DFMAX: VFIAX (1.10) vs DFMAX (0.74). DFMAX was incepted earlier than VFIAX: DFMAX (17 years) vs VFIAX (25 years). DFMAX (1.26) is less costly to investors than VFIAX (0.04). DFMAX is a more actively managed with annual turnover of: 15.93 vs. VFIAX (2.00). DFMAX has a lower initial minimum investment than VFIAX: DFMAX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. DFMAX (1.98). VFIAX return over 5 years is better than : 78.94 vs. DFMAX (25.84).
| DFMAX | VFIAX | DFMAX / VFIAX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 0.847 | 1.141 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 1.48T | 0% |
| Annual Yield % from dividends | 0.74 | 1.10 | 68% |
| Returns for 1 year | 1.98 | 15.49 | 13% |
| Returns for 3 years | 29.75 | 67.56 | 44% |
| Returns for 5 years | 25.84 | 78.94 | 33% |
| Returns for 10 years | 95.01 | 268.61 | 35% |
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