Interact to see
Advertisement
Advertisement
DFMIX vs VFINX
DFMIX vs VFINX Comparison
Open Charts DFMIX vs VFINX
Davidson Multi-Cap Equity I
Price$35.68
Change-$2.22 (-5.86%)
VolumeN/A
Net Assets137.43M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
DFMIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFMIX vs. VFINX commentary
Feb 04, 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 DFMIX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. DFMIX (137M). VFINX (1.01) and DFMIX (1.00) have matching dividends . DFMIX was incepted earlier than VFINX: DFMIX (12 years) vs VFINX (49 years). DFMIX (1.01) 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 : 15.48 vs. DFMIX (2.24). VFINX return over 5 years is better than : 78.93 vs. DFMIX (27.02).
| DFMIX | VFINX | DFMIX / VFINX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 0.876 | 1.131 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 1.48T | 0% |
| Annual Yield % from dividends | 1.00 | 1.01 | 99% |
| Returns for 1 year | 2.24 | 15.48 | 14% |
| Returns for 3 years | 30.70 | 67.54 | 45% |
| Returns for 5 years | 27.02 | 78.93 | 34% |
| Returns for 10 years | 98.09 | 268.63 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers