DFMIX
Price
$36.95
Change
+$0.12 (+0.33%)
Updated
Jul 25 closing price
Net Assets
149.84M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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DFMIX vs VTSMX

Header iconDFMIX vs VTSMX Comparison
Open Charts DFMIX vs VTSMXBanner chart's image
Davidson Multi-Cap Equity I
Price$36.95
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets149.84M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
DFMIX vs VTSMX Comparison Chart in %
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DFMIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. DFMIX (150M). VTSMX pays higher dividends than DFMIX: VTSMX (1.12) vs DFMIX (0.43). DFMIX was incepted earlier than VTSMX: DFMIX (12 years) vs VTSMX (33 years). DFMIX (1.03) is less costly to investors than VTSMX (0.14). DFMIX is a more actively managed with annual turnover of: 29.02 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than DFMIX: VTSMX (3000) vs DFMIX (100000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. DFMIX (16.16). VTSMX return over 5 years is better than : 93.51 vs. DFMIX (45.61).
DFMIXVTSMXDFMIX / VTSMX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio1.030.14736%
Fund Existence12 years33 years-
Gain YTD8.4218.287102%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets150M1.91T0%
Annual Yield % from dividends0.431.1239%
Returns for 1 year16.1617.7591%
Returns for 3 years30.5360.6050%
Returns for 5 years45.6193.5149%
Returns for 10 years69.21200.9734%
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