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DFMAX vs VSMPX
DFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPX
Davidson Multi-Cap Equity A
Price$33.09
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets136.37M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
DFMAX vs VSMPX Comparison Chart
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DFMAX vs. VSMPX commentary
Apr 03, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. DFMAX (136M). VSMPX pays higher dividends than DFMAX: VSMPX (1.37) vs DFMAX (0.27). 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 : 6.07 vs. DFMAX (1.65). VSMPX return over 5 years is better than : 119.91 vs. DFMAX (64.75).
| DFMAX | VSMPX | DFMAX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.28 | 0.02 | 6,400% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -4.103 | -5.129 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 1.81T | 0% |
| Annual Yield % from dividends | 0.27 | 1.37 | 20% |
| Returns for 1 year | 1.65 | 6.07 | 27% |
| Returns for 3 years | 2.85 | 20.58 | 14% |
| Returns for 5 years | 64.75 | 119.91 | 54% |
| Returns for 10 years | 48.58 | N/A | - |
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