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DFMAX vs VFIAX
DFMAX vs VFIAX Comparison
Open Charts DFMAX vs VFIAX
Davidson Multi-Cap Equity A
Price$37.51
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets146.1M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
DFMAX vs VFIAX Comparison Chart in %
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DFMAX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. DFMAX (146M). VFIAX pays higher dividends than DFMAX: VFIAX (1.14) vs DFMAX (0.23). DFMAX was incepted earlier than VFIAX: DFMAX (17 years) vs VFIAX (25 years). DFMAX (1.28) 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 : 14.15 vs. DFMAX (9.76). VFIAX return over 5 years is better than : 91.55 vs. DFMAX (35.39).
| DFMAX | VFIAX | DFMAX / VFIAX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.28 | 0.04 | 3,200% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 9.936 | 13.413 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.41T | 0% |
| Annual Yield % from dividends | 0.23 | 1.14 | 20% |
| Returns for 1 year | 9.76 | 14.15 | 69% |
| Returns for 3 years | 37.05 | 79.39 | 47% |
| Returns for 5 years | 35.39 | 91.55 | 39% |
| Returns for 10 years | 74.75 | 228.70 | 33% |
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