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DAVPX vs VSMPX
DAVPX vs VSMPX Comparison
Open Charts DAVPX vs VSMPX
Davenport Core Leaders Fund
Price$38.23
Change+$0.40 (+1.06%)
VolumeN/A
Net Assets1.21B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
DAVPX vs VSMPX Comparison Chart in %
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DAVPX vs. VSMPX commentary
Jul 05, 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: 1.82T vs. DAVPX (1.21B). VSMPX pays higher dividends than DAVPX: VSMPX (1.22) vs DAVPX (0.07). DAVPX was incepted earlier than VSMPX: DAVPX (27 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 : 13.90 vs. DAVPX (9.69). VSMPX return over 5 years is better than : 95.69 vs. DAVPX (50.55).
| 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 | 27 years | 10 years | - |
| Gain YTD | 5.976 | 6.426 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.82T | 0% |
| Annual Yield % from dividends | 0.07 | 1.22 | 6% |
| Returns for 1 year | 9.69 | 13.90 | 70% |
| Returns for 3 years | 46.86 | 62.17 | 75% |
| Returns for 5 years | 50.55 | 95.69 | 53% |
| Returns for 10 years | 101.72 | 189.21 | 54% |
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