Ad is loading...
DFMAX vs VSMPX
DFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPX
Davidson Multi-Cap Equity A
Price$33.60
Change-$0.22 (-0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFMAX vs VSMPX Comparison Chart
Loading...
DFMAX vs. VSMPX commentary
Sep 21, 2024
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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. DFMAX (141M). VSMPX pays higher dividends than DFMAX: VSMPX (1.36) vs DFMAX (0.29). DFMAX was incepted earlier than VSMPX: DFMAX (16 years) vs VSMPX (9 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 : 31.58 vs. DFMAX (21.44). VSMPX return over 5 years is better than : 85.73 vs. DFMAX (33.02).
| DFMAX | VSMPX | DFMAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 13.821 | 18.661 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 1.72T | 0% |
| Annual Yield % from dividends | 0.29 | 1.36 | 21% |
| Returns for 1 year | 21.44 | 31.58 | 68% |
| Returns for 3 years | 3.44 | 25.38 | 14% |
| Returns for 5 years | 33.02 | 85.73 | 39% |
| Returns for 10 years | 57.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...