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DFMIX vs VFINX
DFMIX vs VFINX Comparison
Open Charts DFMIX vs VFINX
Davidson Multi-Cap Equity I
Price$35.75
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets138.94M
Vanguard 500 Index Investor
Price$639.82
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
DFMIX vs VFINX Comparison Chart in %
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DFMIX vs. VFINX 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 DFMIX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. DFMIX (139M). 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 (1.01) 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 : 14.84 vs. DFMIX (2.76). VFINX return over 5 years is better than : 87.51 vs. DFMIX (31.72).
| 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 | 4.900 | 17.904 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 1.48T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 2.76 | 14.84 | 19% |
| Returns for 3 years | 41.10 | 80.65 | 51% |
| Returns for 5 years | 31.72 | 87.51 | 36% |
| Returns for 10 years | 75.94 | 237.26 | 32% |
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