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DAVPX vs VSMPX
DAVPX vs VSMPX Comparison
Open Charts DAVPX vs VSMPX
Davenport Core Leaders Fund
Price$37.57
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets1.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
DAVPX vs VSMPX Comparison Chart
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DAVPX vs. VSMPX commentary
Jun 07, 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 (1.17B). VSMPX pays higher dividends than DAVPX: VSMPX (1.29) vs DAVPX (0.09). 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: 22.00 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 : 11.41 vs. DAVPX (8.31). VSMPX return over 5 years is better than : 81.84 vs. DAVPX (44.19).
| 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 | 4.258 | 1.298 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.29 | 7% |
| Returns for 1 year | 8.31 | 11.41 | 73% |
| Returns for 3 years | 27.49 | 42.50 | 65% |
| Returns for 5 years | 44.19 | 81.84 | 54% |
| Returns for 10 years | 93.32 | 172.88 | 54% |
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