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DFMAX vs VSTSX
DFMAX vs VSTSX Comparison
Open Charts DFMAX vs VSTSX
Davidson Multi-Cap Equity A
Price$36.50
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets148.64M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
DFMAX vs VSTSX Comparison Chart in %
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DFMAX vs. VSTSX commentary
Jul 07, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. DFMAX (149M). VSTSX pays higher dividends than DFMAX: VSTSX (1.23) vs DFMAX (0.24). DFMAX was incepted earlier than VSTSX: DFMAX (17 years) vs VSTSX (9 years). DFMAX (1.28) is less costly to investors than VSTSX (0.01). DFMAX is a more actively managed with annual turnover of: 29.02 vs. VSTSX (2.00). DFMAX has a lower initial minimum investment than VSTSX: DFMAX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. DFMAX (11.97). VSTSX return over 5 years is better than : 95.76 vs. DFMAX (45.49).
| DFMAX | VSTSX | DFMAX / VSTSX | |
| Total Expense Ratio | 1.15 | 0.01 | 11,500% |
| Annual Report Gross Expense Ratio | 1.28 | 0.01 | 12,800% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.975 | 6.427 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.23 | 20% |
| Returns for 1 year | 11.97 | 13.91 | 86% |
| Returns for 3 years | 31.07 | 62.21 | 50% |
| Returns for 5 years | 45.49 | 95.76 | 48% |
| Returns for 10 years | 65.74 | N/A | - |
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