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DAVPX vs VTSAX
DAVPX vs VTSAX Comparison
Open Charts DAVPX vs VTSAX
Davenport Core Leaders Fund
Price$36.84
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets1.12B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
DAVPX vs VTSAX Comparison Chart
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DAVPX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. DAVPX (1.12B). 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 : 25.26 vs. DAVPX (15.38). VTSAX return over 5 years is better than : 76.10 vs. DAVPX (34.76).
| 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 | 2.078 | 2.241 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.78T | 0% |
| Annual Yield % from dividends | 0.28 | 1.35 | 20% |
| Returns for 1 year | 15.38 | 25.26 | 61% |
| Returns for 3 years | 15.36 | 28.96 | 53% |
| Returns for 5 years | 34.76 | 76.10 | 46% |
| Returns for 10 years | 98.63 | 195.63 | 50% |
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