Interact to see
Advertisement
Advertisement
DAVPX vs VSMPX
DAVPX vs VSMPX Comparison
Open Charts DAVPX vs VSMPX
Davenport Core Leaders Fund
Price$38.48
Change-$0.20 (-0.52%)
VolumeN/A
Net Assets1.23B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.18
Change-$1.37 (-0.47%)
VolumeN/A
Net Assets1.91T
DAVPX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DAVPX vs. VSMPX commentary
Aug 26, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. DAVPX (1.23B). 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 (0.85) 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 : 14.69 vs. DAVPX (7.65). VSMPX return over 5 years is better than : 81.49 vs. DAVPX (38.09).
| DAVPX | VSMPX | DAVPX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 7.224 | 9.867 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 1.91T | 0% |
| Annual Yield % from dividends | 0.07 | 1.20 | 6% |
| Returns for 1 year | 7.65 | 14.69 | 52% |
| Returns for 3 years | 41.02 | 56.69 | 72% |
| Returns for 5 years | 38.09 | 81.49 | 47% |
| Returns for 10 years | 109.41 | 210.68 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement