DFMAX
Price
$36.73
Change
-$0.02 (-0.05%)
Updated
Aug 15 closing price
Net Assets
148.16M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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DFMAX vs VSMPX

Header iconDFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPXBanner chart's image
Davidson Multi-Cap Equity A
Price$36.73
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets148.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
DFMAX vs VSMPX Comparison Chart in %
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VS
DFMAX vs. VSMPX commentary
Aug 18, 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 DFMAX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. DFMAX (148M). VSMPX pays higher dividends than DFMAX: VSMPX (1.20) vs DFMAX (0.24). DFMAX was incepted earlier than VSMPX: DFMAX (17 years) vs VSMPX (10 years). DFMAX (1.28) is less costly to investors than VSMPX (0.02). DFMAX is a more actively managed with annual turnover of: 29.02 vs. VSMPX (2.00). DFMAX has a lower initial minimum investment than VSMPX: DFMAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. DFMAX (12.67). VSMPX return over 5 years is better than : 85.90 vs. DFMAX (38.45).
DFMAXVSMPXDFMAX / VSMPX
Total Expense Ratio1.150.025,750%
Annual Report Gross Expense Ratio1.280.026,400%
Fund Existence17 years10 years-
Gain YTD7.6499.28482%
Front Load4%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets148M1.91T0%
Annual Yield % from dividends0.241.2020%
Returns for 1 year12.6716.2278%
Returns for 3 years17.0646.8636%
Returns for 5 years38.4585.9045%
Returns for 10 years65.56193.5634%
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