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DAVPX vs VITSX
DAVPX vs VITSX Comparison
Open Charts DAVPX vs VITSX
Davenport Core Leaders Fund
Price$37.47
Change-$0.65 (-1.71%)
VolumeN/A
Net Assets1.14B
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
DAVPX vs VITSX Comparison Chart
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DAVPX vs. VITSX commentary
Feb 23, 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 DAVPX is a Hold and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. DAVPX (1.15B). VITSX pays higher dividends than DAVPX: VITSX (1.36) vs DAVPX (0.28). DAVPX was incepted earlier than VITSX: DAVPX (27 years) vs VITSX (28 years). DAVPX is a more actively managed with annual turnover of: 19.00 vs. VITSX (2.00). DAVPX has a lower initial minimum investment than VITSX: DAVPX (5000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 19.84 vs. DAVPX (10.02). VITSX return over 5 years is better than : 78.16 vs. DAVPX (35.26).
| DAVPX | VITSX | DAVPX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 3.824 | 4.069 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.84T | 0% |
| Annual Yield % from dividends | 0.28 | 1.36 | 20% |
| Returns for 1 year | 10.02 | 19.84 | 51% |
| Returns for 3 years | 23.62 | 39.39 | 60% |
| Returns for 5 years | 35.26 | 78.16 | 45% |
| Returns for 10 years | 91.23 | 186.07 | 49% |