RPEAX
Price
$40.53
Change
+$0.07 (+0.17%)
Updated
Jul 25 closing price
Net Assets
576.86M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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RPEAX vs VSMPX

Header iconRPEAX vs VSMPX Comparison
Open Charts RPEAX vs VSMPXBanner chart's image
Davis Opportunity A
Price$40.53
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets576.86M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
RPEAX vs VSMPX Comparison Chart in %
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RPEAX vs. VSMPX commentary
Jul 27, 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 RPEAX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RPEAX (577M). VSMPX pays higher dividends than RPEAX: VSMPX (1.22) vs RPEAX (0.90). RPEAX was incepted earlier than VSMPX: RPEAX (31 years) vs VSMPX (10 years). RPEAX (0.93) is less costly to investors than VSMPX (0.02). RPEAX is a more actively managed with annual turnover of: 23.00 vs. VSMPX (2.00). RPEAX has a lower initial minimum investment than VSMPX: RPEAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. RPEAX (-1.92). VSMPX return over 5 years is better than : 93.61 vs. RPEAX (32.79).
RPEAXVSMPXRPEAX / VSMPX
Total Expense Ratio0.930.024,650%
Annual Report Gross Expense Ratio0.930.024,650%
Fund Existence31 years10 years-
Gain YTD9.7488.298117%
Front Load5%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets577M1.91T0%
Annual Yield % from dividends0.901.2274%
Returns for 1 year-1.9217.76-11%
Returns for 3 years20.3760.6734%
Returns for 5 years32.7993.6135%
Returns for 10 years26.86192.0914%
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