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DFMAX vs VSMPX
DFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPX
Davidson Multi-Cap Equity A
Price$34.89
Change+$0.34 (+0.98%)
VolumeN/A
Net Assets145.58M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
DFMAX vs VSMPX Comparison Chart
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DFMAX vs. VSMPX 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 DFMAX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. DFMAX (146M). VSMPX pays higher dividends than DFMAX: VSMPX (1.36) vs DFMAX (0.29). DFMAX was incepted earlier than VSMPX: DFMAX (16 years) vs VSMPX (10 years). DFMAX is a more actively managed with annual turnover of: 16.44 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 : 25.27 vs. DFMAX (18.45). VSMPX return over 5 years is better than : 76.14 vs. DFMAX (33.91).
| DFMAX | VSMPX | DFMAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 2.257 | 2.245 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.78T | 0% |
| Annual Yield % from dividends | 0.29 | 1.36 | 21% |
| Returns for 1 year | 18.45 | 25.27 | 73% |
| Returns for 3 years | 10.88 | 29.00 | 38% |
| Returns for 5 years | 33.91 | 76.14 | 45% |
| Returns for 10 years | 65.14 | N/A | - |