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DFMIX vs VSMPX
DFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPX
Davidson Multi-Cap Equity I
Price$36.50
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets148.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
DFMIX vs VSMPX Comparison Chart in %
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DFMIX vs. VSMPX commentary
Jul 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 DFMIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. DFMIX (149M). VSMPX pays higher dividends than DFMIX: VSMPX (1.22) vs DFMIX (0.43). DFMIX was incepted earlier than VSMPX: DFMIX (12 years) vs VSMPX (10 years). DFMIX (1.03) is less costly to investors than VSMPX (0.02). DFMIX is a more actively managed with annual turnover of: 29.02 vs. VSMPX (2.00). DFMIX has a lower initial minimum investment than VSMPX: DFMIX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. DFMIX (12.22). VSMPX return over 5 years is better than : 95.69 vs. DFMIX (46.84).
| DFMIX | VSMPX | DFMIX / VSMPX | |
| Total Expense Ratio | 0.90 | 0.02 | 4,500% |
| Annual Report Gross Expense Ratio | 1.03 | 0.02 | 5,150% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 7.101 | 6.426 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.22 | 35% |
| Returns for 1 year | 12.22 | 13.90 | 88% |
| Returns for 3 years | 31.66 | 62.17 | 51% |
| Returns for 5 years | 46.84 | 95.69 | 49% |
| Returns for 10 years | 68.17 | 189.21 | 36% |
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