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DFMIX vs VSMPX
DFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPX
Davidson Multi-Cap Equity I
Price$38.01
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets147.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.26
Change+$0.04 (+0.01%)
VolumeN/A
Net Assets2.02T
DFMIX vs VSMPX Comparison Chart in %
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DFMIX vs. VSMPX commentary
Oct 22, 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. DFMIX (148M). VSMPX pays higher dividends than DFMIX: VSMPX (1.15) vs DFMIX (0.41). 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: 15.93 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 : 15.03 vs. DFMIX (11.53). VSMPX return over 5 years is better than : 88.63 vs. DFMIX (38.90).
| 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 | 11.326 | 14.303 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 2.02T | 0% |
| Annual Yield % from dividends | 0.41 | 1.15 | 36% |
| Returns for 1 year | 11.53 | 15.03 | 77% |
| Returns for 3 years | 37.44 | 77.05 | 49% |
| Returns for 5 years | 38.90 | 88.63 | 44% |
| Returns for 10 years | 77.05 | 213.43 | 36% |
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