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DAVPX vs VITSX
DAVPX vs VITSX Comparison
Open Charts DAVPX vs VITSX
Davenport Core Leaders Fund
Price$37.55
Change-$0.60 (-1.57%)
VolumeN/A
Net Assets1.16B
Vanguard Total Stock Market Idx I
Price$142.93
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
DAVPX vs VITSX Comparison Chart
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DAVPX vs. VITSX commentary
Jun 15, 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 DAVPX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. DAVPX (1.16B). VITSX pays higher dividends than DAVPX: VITSX (1.29) vs DAVPX (0.09). DAVPX was incepted earlier than VITSX: DAVPX (27 years) vs VITSX (28 years). DAVPX (0.87) is less costly to investors than VITSX (0.03). DAVPX is a more actively managed with annual turnover of: 22.00 vs. VITSX (2.00). DAVPX has a lower initial minimum investment than VITSX: DAVPX (5000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 10.06 vs. DAVPX (7.09). VITSX return over 5 years is better than : 91.41 vs. DAVPX (50.92).
| DAVPX | VITSX | DAVPX / VITSX | |
| Total Expense Ratio | 0.87 | 0.03 | 2,900% |
| Annual Report Gross Expense Ratio | 0.87 | 0.03 | 2,900% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 4.091 | 1.365 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.29 | 7% |
| Returns for 1 year | 7.09 | 10.06 | 70% |
| Returns for 3 years | 40.52 | 57.62 | 70% |
| Returns for 5 years | 50.92 | 91.41 | 56% |
| Returns for 10 years | 95.45 | 179.47 | 53% |
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