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DAVPX vs VSTSX
DAVPX vs VSTSX Comparison
Open Charts DAVPX vs VSTSX
Davenport Core Leaders Fund
Price$36.84
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets1.12B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
DAVPX vs VSTSX Comparison Chart
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DAVPX vs. VSTSX commentary
Jan 19, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. DAVPX (1.12B). VSTSX pays higher dividends than DAVPX: VSTSX (1.36) vs DAVPX (0.28). DAVPX was incepted earlier than VSTSX: DAVPX (27 years) vs VSTSX (9 years). DAVPX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). DAVPX has a lower initial minimum investment than VSTSX: DAVPX (5000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. DAVPX (15.38). VSTSX return over 5 years is better than : 76.20 vs. DAVPX (34.76).
| DAVPX | VSTSX | DAVPX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 2.078 | 2.247 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.78T | 0% |
| Annual Yield % from dividends | 0.28 | 1.36 | 20% |
| Returns for 1 year | 15.38 | 25.28 | 61% |
| Returns for 3 years | 15.36 | 29.03 | 53% |
| Returns for 5 years | 34.76 | 76.20 | 46% |
| Returns for 10 years | 98.63 | N/A | - |
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