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DFMAX vs VSMPX
DFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPX
Davidson Multi-Cap Equity A
Price$36.89
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets140.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
DFMAX vs VSMPX Comparison Chart in %
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DFMAX vs. VSMPX commentary
Nov 20, 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 DFMAX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. DFMAX (141M). VSMPX pays higher dividends than DFMAX: VSMPX (1.12) vs DFMAX (0.23). DFMAX was incepted earlier than VSMPX: DFMAX (17 years) vs VSMPX (11 years). DFMAX (1.26) is less costly to investors than VSMPX (0.02). DFMAX is a more actively managed with annual turnover of: 15.93 vs. VSMPX (2.00). DFMAX has a lower initial minimum investment than VSMPX: DFMAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.11 vs. DFMAX (7.64). VSMPX return over 5 years is better than : 78.00 vs. DFMAX (27.90).
| DFMAX | VSMPX | DFMAX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.26 | 0.02 | 6,300% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 8.851 | 12.760 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 2.05T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 21% |
| Returns for 1 year | 7.64 | 12.11 | 63% |
| Returns for 3 years | 28.11 | 65.06 | 43% |
| Returns for 5 years | 27.90 | 78.00 | 36% |
| Returns for 10 years | 68.50 | 206.61 | 33% |
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