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DAVPX vs VITSX
DAVPX vs VITSX Comparison
Open Charts DAVPX vs VITSX
Davenport Core Leaders Fund
Price$37.11
Change-$0.60 (-1.59%)
VolumeN/A
Net Assets1.18B
Vanguard Total Stock Market Idx I
Price$148.91
Change-$2.50 (-1.65%)
VolumeN/A
Net Assets1.91T
DAVPX vs VITSX Comparison Chart in %
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DAVPX vs. VITSX commentary
Aug 03, 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: 1.91T vs. DAVPX (1.18B). VITSX pays higher dividends than DAVPX: VITSX (1.19) vs DAVPX (0.07). DAVPX was incepted earlier than VITSX: DAVPX (28 years) vs VITSX (28 years). DAVPX (0.87) is less costly to investors than VITSX (0.03). DAVPX is a more actively managed with annual turnover of: 17.00 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 : 14.05 vs. DAVPX (7.49). VITSX return over 5 years is better than : 85.51 vs. DAVPX (42.89).
| DAVPX | VITSX | DAVPX / VITSX | |
| Total Expense Ratio | 0.87 | 0.03 | 2,900% |
| Annual Report Gross Expense Ratio | 0.87 | 0.03 | 2,900% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 4.535 | 5.621 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.91T | 0% |
| Annual Yield % from dividends | 0.07 | 1.19 | 6% |
| Returns for 1 year | 7.49 | 14.05 | 53% |
| Returns for 3 years | 36.74 | 49.90 | 74% |
| Returns for 5 years | 42.89 | 85.51 | 50% |
| Returns for 10 years | 94.62 | 193.75 | 49% |