DFMAX
Price
$34.59
Change
-$0.02 (-0.06%)
Updated
Jun 5 closing price
Net Assets
141.07M
VSMPX
Price
$266.71
Change
-$1.22 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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DFMAX vs VSMPX

Header iconDFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPXBanner chart's image
Davidson Multi-Cap Equity A
Price$34.59
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets141.07M
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
DFMAX vs VSMPX Comparison Chart
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VS
DFMAX vs. VSMPX commentary
Jun 06, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. DFMAX (141M). VSMPX pays higher dividends than DFMAX: VSMPX (1.29) vs DFMAX (0.26). DFMAX was incepted earlier than VSMPX: DFMAX (17 years) vs VSMPX (10 years). DFMAX (1.28) is less costly to investors than VSMPX (0.02). DFMAX is a more actively managed with annual turnover of: 29.02 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 : 11.41 vs. DFMAX (8.09). VSMPX return over 5 years is better than : 81.84 vs. DFMAX (35.93).
DFMAXVSMPXDFMAX / VSMPX
Total Expense Ratio1.150.025,750%
Annual Report Gross Expense Ratio1.280.026,400%
Fund Existence17 years10 years-
Gain YTD1.4361.298111%
Front Load4%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141M1.82T0%
Annual Yield % from dividends0.261.2920%
Returns for 1 year8.0911.4171%
Returns for 3 years16.8242.5040%
Returns for 5 years35.9381.8444%
Returns for 10 years55.06172.8832%
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