DFMAX
Price
$31.97
Change
+$0.70 (+2.24%)
Updated
Apr 24 closing price
Net Assets
129.65M
VSMPX
Price
$245.65
Change
+$5.00 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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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$31.97
Change+$0.70 (+2.24%)
VolumeN/A
Net Assets129.65M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
DFMAX vs VSMPX Comparison Chart
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VS
DFMAX vs. VSMPX commentary
Apr 25, 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: 1.7T vs. DFMAX (130M). 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 : 5.28 vs. DFMAX (-1.45). VSMPX return over 5 years is better than : 86.84 vs. DFMAX (36.56).
DFMAXVSMPXDFMAX / VSMPX
Total Expense Ratio1.150.025,750%
Annual Report Gross Expense Ratio1.280.026,400%
Fund Existence17 years10 years-
Gain YTD-9.760-9.015108%
Front Load4%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets130M1.7T0%
Annual Yield % from dividends0.271.3720%
Returns for 1 year-1.455.28-27%
Returns for 3 years1.8722.628%
Returns for 5 years36.5686.8442%
Returns for 10 years36.47N/A-
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