DFMAX
Price
$36.01
Change
-$0.09 (-0.25%)
Updated
Jan 13 closing price
Net Assets
139.64M
VSMPX
Price
$311.35
Change
-$1.37 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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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$36.01
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets139.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$311.35
Change-$1.37 (-0.44%)
VolumeN/A
Net Assets2.06T
DFMAX vs VSMPX Comparison Chart in %
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VS
DFMAX vs. VSMPX commentary
Jan 15, 2026

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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. DFMAX (140M). VSMPX pays higher dividends than DFMAX: VSMPX (1.13) vs DFMAX (0.75). DFMAX was incepted earlier than VSMPX: DFMAX (17 years) vs VSMPX (11 years). DFMAX (1.26) is less costly to investors than VSMPX (0.02). DFMAX is a more actively managed with annual turnover of: 15.93 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 : 18.30 vs. DFMAX (7.21). VSMPX return over 5 years is better than : 73.71 vs. DFMAX (29.14).
DFMAXVSMPXDFMAX / VSMPX
Total Expense Ratio1.150.025,750%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence17 years11 years-
Gain YTD1.6661.68599%
Front Load4%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140M2.06T0%
Annual Yield % from dividends0.751.1367%
Returns for 1 year7.2118.3039%
Returns for 3 years36.3270.9851%
Returns for 5 years29.1473.7140%
Returns for 10 years96.60259.4737%
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