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DFMAX vs VFINX
DFMAX vs VFINX Comparison
Open Charts DFMAX vs VFINX
Davidson Multi-Cap Equity A
Price$37.51
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets146.1M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
DFMAX vs VFINX Comparison Chart in %
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DFMAX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. DFMAX (146M). VFINX pays higher dividends than DFMAX: VFINX (1.05) vs DFMAX (0.23). DFMAX was incepted earlier than VFINX: DFMAX (17 years) vs VFINX (49 years). DFMAX (1.28) 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 : 14.15 vs. DFMAX (9.76). VFINX return over 5 years is better than : 91.55 vs. DFMAX (35.39).
| DFMAX | VFINX | DFMAX / VFINX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.28 | 0.14 | 914% |
| Fund Existence | 17 years | 49 years | - |
| Gain YTD | 9.936 | 13.407 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.41T | 0% |
| Annual Yield % from dividends | 0.23 | 1.05 | 22% |
| Returns for 1 year | 9.76 | 14.15 | 69% |
| Returns for 3 years | 37.05 | 79.37 | 47% |
| Returns for 5 years | 35.39 | 91.55 | 39% |
| Returns for 10 years | 74.75 | 228.72 | 33% |
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