DGOCX
Price
$24.57
Change
-$0.59 (-2.34%)
Updated
May 21 closing price
Net Assets
554.93M
VSMPX
Price
$261.91
Change
-$0.03 (-0.01%)
Updated
May 22 closing price
Net Assets
1.72T
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DGOCX vs VSMPX

Header iconDGOCX vs VSMPX Comparison
Open Charts DGOCX vs VSMPXBanner chart's image
Davis Opportunity C
Price$24.57
Change-$0.59 (-2.34%)
VolumeN/A
Net Assets554.93M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
DGOCX vs VSMPX Comparison Chart
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DGOCX vs. VSMPX commentary
May 23, 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 DGOCX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. DGOCX (555M). VSMPX pays higher dividends than DGOCX: VSMPX (1.37) vs DGOCX (0.18). DGOCX was incepted earlier than VSMPX: DGOCX (28 years) vs VSMPX (10 years). DGOCX (1.76) is less costly to investors than VSMPX (0.02). DGOCX is a more actively managed with annual turnover of: 23.00 vs. VSMPX (2.00). DGOCX has a lower initial minimum investment than VSMPX: DGOCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. DGOCX (-16.93). VSMPX return over 5 years is better than : 96.40 vs. DGOCX (11.77).
DGOCXVSMPXDGOCX / VSMPX
Total Expense Ratio1.750.028,750%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years10 years-
Gain YTD1.9500.781250%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets555M1.72T0%
Annual Yield % from dividends0.181.3713%
Returns for 1 year-16.9311.10-153%
Returns for 3 years-4.6949.92-9%
Returns for 5 years11.7796.4012%
Returns for 10 years-18.53166.44-11%
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