DFMAX
Price
$35.80
Change
+$0.13 (+0.36%)
Updated
Dec 24 closing price
Net Assets
138.94M
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 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$35.80
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets138.94M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
DFMAX vs VSMPX Comparison Chart in %
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VS
DFMAX vs. VSMPX commentary
Dec 26, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. DFMAX (139M). VSMPX pays higher dividends than DFMAX: VSMPX (1.12) vs DFMAX (0.23). 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 : 14.43 vs. DFMAX (2.78). VSMPX return over 5 years is better than : 76.89 vs. DFMAX (30.85).
DFMAXVSMPXDFMAX / VSMPX
Total Expense Ratio1.150.025,750%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence17 years11 years-
Gain YTD4.92417.38228%
Front Load4%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets139M2.06T0%
Annual Yield % from dividends0.231.1221%
Returns for 1 year2.7814.4319%
Returns for 3 years40.3978.1052%
Returns for 5 years30.8576.8940%
Returns for 10 years73.63225.0933%
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