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DAVPX vs VTSAX
DAVPX vs VTSAX Comparison
Open Charts DAVPX vs VTSAX
Davenport Core Leaders Fund
Price$37.47
Change-$0.65 (-1.71%)
VolumeN/A
Net Assets1.14B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
DAVPX vs VTSAX Comparison Chart
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DAVPX vs. VTSAX commentary
Feb 23, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. DAVPX (1.15B). VTSAX pays higher dividends than DAVPX: VTSAX (1.35) vs DAVPX (0.28). DAVPX was incepted earlier than VTSAX: DAVPX (27 years) vs VTSAX (24 years). DAVPX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than DAVPX: VTSAX (3000) vs DAVPX (5000). VTSAX annual gain was more profitable for investors over the last year : 17.60 vs. DAVPX (10.02). VTSAX return over 5 years is better than : 74.84 vs. DAVPX (35.26).
| DAVPX | VTSAX | DAVPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 3.824 | 2.127 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.84T | 0% |
| Annual Yield % from dividends | 0.28 | 1.35 | 20% |
| Returns for 1 year | 10.02 | 17.60 | 57% |
| Returns for 3 years | 23.62 | 36.79 | 64% |
| Returns for 5 years | 35.26 | 74.84 | 47% |
| Returns for 10 years | 91.23 | 180.79 | 50% |
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