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DAVPX vs VSMPX
DAVPX vs VSMPX Comparison
Open Charts DAVPX vs VSMPX
Davenport Core Leaders Fund
Price$37.11
Change-$0.60 (-1.59%)
VolumeN/A
Net Assets1.18B
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.34
Change-$4.68 (-1.65%)
VolumeN/A
Net Assets1.91T
DAVPX vs VSMPX Comparison Chart in %
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DAVPX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. DAVPX (1.18B). VSMPX pays higher dividends than DAVPX: VSMPX (1.20) vs DAVPX (0.07). DAVPX was incepted earlier than VSMPX: DAVPX (28 years) vs VSMPX (10 years). DAVPX (0.87) is less costly to investors than VSMPX (0.02). DAVPX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). DAVPX has a lower initial minimum investment than VSMPX: DAVPX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.07 vs. DAVPX (7.49). VSMPX return over 5 years is better than : 85.56 vs. DAVPX (42.89).
| DAVPX | VSMPX | DAVPX / VSMPX | |
| Total Expense Ratio | 0.87 | 0.02 | 4,350% |
| Annual Report Gross Expense Ratio | 0.87 | 0.02 | 4,350% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 4.535 | 5.628 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.91T | 0% |
| Annual Yield % from dividends | 0.07 | 1.20 | 6% |
| Returns for 1 year | 7.49 | 14.07 | 53% |
| Returns for 3 years | 36.74 | 49.94 | 74% |
| Returns for 5 years | 42.89 | 85.56 | 50% |
| Returns for 10 years | 94.62 | 184.45 | 51% |
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