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DFMIX vs VTSMX
DFMIX vs VTSMX Comparison
Open Charts DFMIX vs VTSMX
Davidson Multi-Cap Equity I
Price$36.50
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets148.64M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
DFMIX vs VTSMX Comparison Chart in %
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DFMIX vs. VTSMX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DFMIX (149M). 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 : 13.89 vs. DFMIX (12.22). VTSMX return over 5 years is better than : 95.59 vs. DFMIX (46.84).
| DFMIX | VTSMX | DFMIX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 7.101 | 6.421 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.12 | 39% |
| Returns for 1 year | 12.22 | 13.89 | 88% |
| Returns for 3 years | 31.66 | 62.08 | 51% |
| Returns for 5 years | 46.84 | 95.59 | 49% |
| Returns for 10 years | 68.17 | 198.05 | 34% |
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