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DFMIX vs VTSAX
DFMIX vs VTSAX Comparison
Open Charts DFMIX vs VTSAX
Davidson Multi-Cap Equity I
Price$36.95
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets149.84M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
DFMIX vs VTSAX Comparison Chart in %
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DFMIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. DFMIX (150M). VTSAX pays higher dividends than DFMIX: VTSAX (1.21) vs DFMIX (0.43). DFMIX was incepted earlier than VTSAX: DFMIX (12 years) vs VTSAX (25 years). DFMIX (1.03) is less costly to investors than VTSAX (0.04). DFMIX is a more actively managed with annual turnover of: 29.02 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than DFMIX: VTSAX (3000) vs DFMIX (100000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. DFMIX (16.16). VTSAX return over 5 years is better than : 93.55 vs. DFMIX (45.61).
| DFMIX | VTSAX | DFMIX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.421 | 8.289 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 1.91T | 0% |
| Annual Yield % from dividends | 0.43 | 1.21 | 36% |
| Returns for 1 year | 16.16 | 17.75 | 91% |
| Returns for 3 years | 30.53 | 60.63 | 50% |
| Returns for 5 years | 45.61 | 93.55 | 49% |
| Returns for 10 years | 69.21 | 201.64 | 34% |
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