DFMIX
Price
$36.95
Change
+$0.03 (+0.08%)
Updated
Nov 19 closing price
Net Assets
139.59M
VSMPX
Price
$297.05
Change
+$0.99 (+0.33%)
Updated
Nov 19 closing price
Net Assets
2.05T
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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$36.95
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets139.59M
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
DFMIX vs VSMPX Comparison Chart in %
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VS
DFMIX vs. VSMPX commentary
Nov 20, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. DFMIX (140M). VSMPX pays higher dividends than DFMIX: VSMPX (1.12) vs DFMIX (0.41). DFMIX was incepted earlier than VSMPX: DFMIX (12 years) vs VSMPX (11 years). DFMIX (1.01) 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 : 10.81 vs. DFMIX (7.27). VSMPX return over 5 years is better than : 77.71 vs. DFMIX (28.84).
DFMIXVSMPXDFMIX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence12 years11 years-
Gain YTD8.33311.97470%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140M2.05T0%
Annual Yield % from dividends0.411.1236%
Returns for 1 year7.2710.8167%
Returns for 3 years27.7963.9143%
Returns for 5 years28.8477.7137%
Returns for 10 years69.81204.4734%
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