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DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$38.09
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets141.65M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
DFMAX vs VTSAX Comparison Chart in %
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DFMAX vs. VTSAX commentary
Dec 04, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. DFMAX (142M). VTSAX pays higher dividends than DFMAX: VTSAX (1.11) vs DFMAX (0.23). DFMAX was incepted earlier than VTSAX: DFMAX (17 years) vs VTSAX (25 years). DFMAX (1.28) 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 : 11.45 vs. DFMAX (7.02). VTSAX return over 5 years is better than : 77.21 vs. DFMAX (28.13).
| DFMAX | VTSAX | DFMAX / VTSAX | |
| 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 | 11.166 | 15.513 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 2.05T | 0% |
| Annual Yield % from dividends | 0.23 | 1.11 | 21% |
| Returns for 1 year | 7.02 | 11.45 | 61% |
| Returns for 3 years | 26.50 | 64.46 | 41% |
| Returns for 5 years | 28.13 | 77.21 | 36% |
| Returns for 10 years | 72.38 | 223.73 | 32% |
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