Interact to see
Advertisement
Advertisement
DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$36.01
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets139.64M
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
VolumeN/A
Net Assets2.06T
DFMAX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFMAX vs. VTSAX commentary
Jan 15, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. DFMAX (140M). VTSAX pays higher dividends than DFMAX: VTSAX (1.11) vs DFMAX (0.75). DFMAX was incepted earlier than VTSAX: DFMAX (17 years) vs VTSAX (25 years). DFMAX (1.26) is less costly to investors than VTSAX (0.04). DFMAX is a more actively managed with annual turnover of: 15.93 vs. VTSAX (2.00). DFMAX has a lower initial minimum investment than VTSAX: DFMAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.30 vs. DFMAX (7.21). VTSAX return over 5 years is better than : 73.66 vs. DFMAX (29.14).
| DFMAX | VTSAX | DFMAX / VTSAX | |
| 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 | 1.666 | 1.685 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 2.06T | 0% |
| Annual Yield % from dividends | 0.75 | 1.11 | 68% |
| Returns for 1 year | 7.21 | 18.30 | 39% |
| Returns for 3 years | 36.32 | 70.93 | 51% |
| Returns for 5 years | 29.14 | 73.66 | 40% |
| Returns for 10 years | 96.60 | 271.16 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers