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DFMIX vs VSMPX
DFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPX
Davidson Multi-Cap Equity I
Price$31.41
Change-$1.66 (-5.02%)
VolumeN/A
Net Assets137.35M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
DFMIX vs VSMPX Comparison Chart
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DFMIX vs. VSMPX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. DFMIX (137M). 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 : 8.06 vs. DFMIX (3.54). VSMPX return over 5 years is better than : 126.31 vs. DFMIX (69.91).
| 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 | 11 years | 10 years | - |
| Gain YTD | -2.964 | -3.987 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 1.81T | 0% |
| Annual Yield % from dividends | 0.48 | 1.37 | 35% |
| Returns for 1 year | 3.54 | 8.06 | 44% |
| Returns for 3 years | 4.02 | 21.05 | 19% |
| Returns for 5 years | 69.91 | 126.31 | 55% |
| Returns for 10 years | 51.57 | N/A | - |