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DFMAX vs VFINX
DFMAX vs VFINX Comparison
Open Charts DFMAX vs VFINX
Davidson Multi-Cap Equity A
Price$35.72
Change-$2.16 (-5.70%)
VolumeN/A
Net Assets137.43M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
DFMAX vs VFINX Comparison Chart in %
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DFMAX vs. VFINX commentary
Feb 04, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. DFMAX (137M). VFINX pays higher dividends than DFMAX: VFINX (1.01) vs DFMAX (0.74). DFMAX was incepted earlier than VFINX: DFMAX (17 years) vs VFINX (49 years). DFMAX (1.26) is less costly to investors than VFINX (0.14). DFMAX is a more actively managed with annual turnover of: 15.93 vs. VFINX (2.00). VFINX has a lower initial minimum investment than DFMAX: VFINX (0) vs DFMAX (2500). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. DFMAX (1.98). VFINX return over 5 years is better than : 78.93 vs. DFMAX (25.84).
| DFMAX | VFINX | DFMAX / VFINX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 17 years | 49 years | - |
| Gain YTD | 0.847 | 1.131 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 1.48T | 0% |
| Annual Yield % from dividends | 0.74 | 1.01 | 74% |
| Returns for 1 year | 1.98 | 15.48 | 13% |
| Returns for 3 years | 29.75 | 67.54 | 44% |
| Returns for 5 years | 25.84 | 78.93 | 33% |
| Returns for 10 years | 95.01 | 268.63 | 35% |
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