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DFMAX vs VTSAX
DFMAX vs VTSAX Comparison
Open Charts DFMAX vs VTSAX
Davidson Multi-Cap Equity A
Price$35.80
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets138.94M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
DFMAX vs VTSAX Comparison Chart in %
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DFMAX vs. VTSAX commentary
Dec 26, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. DFMAX (139M). 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 (1.26) 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 : 14.43 vs. DFMAX (2.78). VTSAX return over 5 years is better than : 76.83 vs. DFMAX (30.85).
| 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 | 4.924 | 17.379 | 28% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 2.06T | 0% |
| Annual Yield % from dividends | 0.23 | 1.11 | 21% |
| Returns for 1 year | 2.78 | 14.43 | 19% |
| Returns for 3 years | 40.39 | 78.05 | 52% |
| Returns for 5 years | 30.85 | 76.83 | 40% |
| Returns for 10 years | 73.63 | 235.67 | 31% |
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