DFMIX
Price
$32.05
Change
+$0.09 (+0.28%)
Updated
Apr 25 closing price
Net Assets
132.63M
VSMPX
Price
$247.30
Change
+$1.65 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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DFMIX vs VSMPX

Header iconDFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPXBanner chart's image
Davidson Multi-Cap Equity I
Price$32.05
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets132.63M
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
DFMIX vs VSMPX Comparison Chart
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VS
DFMIX vs. VSMPX commentary
Apr 26, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. DFMIX (133M). VSMPX pays higher dividends than DFMIX: VSMPX (1.37) vs DFMIX (0.48). DFMIX was incepted earlier than VSMPX: DFMIX (11 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 : 7.98 vs. DFMIX (3.42). VSMPX return over 5 years is better than : 90.72 vs. DFMIX (43.12).
DFMIXVSMPXDFMIX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio1.030.025,150%
Fund Existence11 years10 years-
Gain YTD-6.221-7.12587%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133M1.7T0%
Annual Yield % from dividends0.481.3735%
Returns for 1 year3.427.9843%
Returns for 3 years8.3628.9029%
Returns for 5 years43.1290.7248%
Returns for 10 years43.61147.1630%
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