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DFMIX vs VTSAX
DFMIX vs VTSAX Comparison
Open Charts DFMIX vs VTSAX
Davidson Multi-Cap Equity I
Price$35.03
Change+$0.40 (+1.16%)
VolumeN/A
Net Assets141.31M
Vanguard Total Stock Mkt Idx Adm
Price$144.31
Change+$1.40 (+0.98%)
VolumeN/A
Net Assets1.82T
DFMIX vs VTSAX Comparison Chart
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DFMIX vs. VTSAX commentary
Jun 17, 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: 1.82T vs. DFMIX (141M). VTSAX pays higher dividends than DFMIX: VTSAX (1.28) vs DFMIX (0.46). 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 : 10.07 vs. DFMIX (8.46). VTSAX return over 5 years is better than : 91.40 vs. DFMIX (44.55).
| 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 | 1.614 | 1.365 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.28 | 36% |
| Returns for 1 year | 8.46 | 10.07 | 84% |
| Returns for 3 years | 28.68 | 57.61 | 50% |
| Returns for 5 years | 44.55 | 91.40 | 49% |
| Returns for 10 years | 56.21 | 179.53 | 31% |
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