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DAVPX vs VITSX
DAVPX vs VITSX Comparison
Open Charts DAVPX vs VITSX
Davenport Core Leaders Fund
Price$36.84
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets1.12B
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
DAVPX vs VITSX Comparison Chart
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DAVPX vs. VITSX commentary
Jan 19, 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 Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. DAVPX (1.12B). 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 : 25.26 vs. DAVPX (15.38). VITSX return over 5 years is better than : 76.10 vs. DAVPX (34.76).
| 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 | 2.078 | 2.247 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.78T | 0% |
| Annual Yield % from dividends | 0.28 | 1.36 | 20% |
| Returns for 1 year | 15.38 | 25.26 | 61% |
| Returns for 3 years | 15.36 | 28.96 | 53% |
| Returns for 5 years | 34.76 | 76.10 | 46% |
| Returns for 10 years | 98.63 | 195.59 | 50% |
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