DFMIX
Price
$36.95
Change
+$0.12 (+0.33%)
Updated
Jul 25 closing price
Net Assets
149.84M
VITSX
Price
$152.68
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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DFMIX vs VITSX

Header iconDFMIX vs VITSX Comparison
Open Charts DFMIX vs VITSXBanner chart's image
Davidson Multi-Cap Equity I
Price$36.95
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets149.84M
Vanguard Total Stock Market Idx I
Price$152.68
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
DFMIX vs VITSX Comparison Chart in %
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DFMIX vs. VITSX commentary
Jul 28, 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 Buy and VITSX is a Buy.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. DFMIX (150M). VITSX pays higher dividends than DFMIX: VITSX (1.22) vs DFMIX (0.43). DFMIX was incepted earlier than VITSX: DFMIX (12 years) vs VITSX (28 years). DFMIX (1.03) is less costly to investors than VITSX (0.03). DFMIX is a more actively managed with annual turnover of: 29.02 vs. VITSX (2.00). DFMIX has a lower initial minimum investment than VITSX: DFMIX (100000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 17.76 vs. DFMIX (16.16). VITSX return over 5 years is better than : 93.55 vs. DFMIX (45.61).
DFMIXVITSXDFMIX / VITSX
Total Expense Ratio0.900.033,000%
Annual Report Gross Expense Ratio1.030.033,433%
Fund Existence12 years28 years-
Gain YTD8.4218.295102%
Front LoadN/AN/A-
Min. Initial Investment10000050000002%
Min. Initial Investment IRAN/AN/A-
Net Assets150M1.91T0%
Annual Yield % from dividends0.431.2235%
Returns for 1 year16.1617.7691%
Returns for 3 years30.5360.6350%
Returns for 5 years45.6193.5549%
Returns for 10 years69.21201.6534%
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