DFMAX
Price
$35.54
Change
+$0.41 (+1.17%)
Updated
Jun 26 closing price
Net Assets
142.91M
VSMPX
Price
$275.74
Change
+$2.39 (+0.87%)
Updated
Jun 26 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$35.54
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets142.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$275.74
Change+$2.39 (+0.87%)
VolumeN/A
Net Assets1.82T
DFMAX vs VSMPX Comparison Chart in %
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DFMAX vs. VSMPX commentary
Jun 27, 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 (143M). 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 : 11.45 vs. DFMAX (8.83). VSMPX return over 5 years is better than : 97.81 vs. DFMAX (46.37).
DFMAXVSMPXDFMAX / VSMPX
Total Expense Ratio1.150.025,750%
Annual Report Gross Expense Ratio1.280.026,400%
Fund Existence17 years10 years-
Gain YTD2.9603.34888%
Front Load4%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143M1.82T0%
Annual Yield % from dividends0.261.2920%
Returns for 1 year8.8311.4577%
Returns for 3 years23.9854.3044%
Returns for 5 years46.3797.8147%
Returns for 10 years59.59182.3433%
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