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DFMIX vs VFINX
DFMIX vs VFINX Comparison
Open Charts DFMIX vs VFINX
Davidson Multi-Cap Equity I
Price$37.57
Change-$0.52 (-1.37%)
VolumeN/A
Net Assets144.16M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
DFMIX vs VFINX Comparison Chart in %
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DFMIX vs. VFINX commentary
Nov 14, 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 DFMIX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. DFMIX (144M). VFINX pays higher dividends than DFMIX: VFINX (1.02) vs DFMIX (0.41). DFMIX was incepted earlier than VFINX: DFMIX (12 years) vs VFINX (49 years). DFMIX (1.03) is less costly to investors than VFINX (0.14). DFMIX is a more actively managed with annual turnover of: 15.93 vs. VFINX (2.00). VFINX has a lower initial minimum investment than DFMIX: VFINX (0) vs DFMIX (100000). VFINX annual gain was more profitable for investors over the last year : 12.61 vs. DFMIX (7.15). VFINX return over 5 years is better than : 88.05 vs. DFMIX (31.47).
| DFMIX | VFINX | DFMIX / VFINX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 10.241 | 14.710 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 1.46T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 7.15 | 12.61 | 57% |
| Returns for 3 years | 29.78 | 70.37 | 42% |
| Returns for 5 years | 31.47 | 88.05 | 36% |
| Returns for 10 years | 75.09 | 228.28 | 33% |