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DFMAX vs VSMPX
DFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPX
Davidson Multi-Cap Equity A
Price$37.51
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets146.1M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
DFMAX vs VSMPX Comparison Chart in %
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DFMAX vs. VSMPX commentary
Oct 20, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. DFMAX (146M). VSMPX pays higher dividends than DFMAX: VSMPX (1.15) vs DFMAX (0.23). 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: 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 : 13.81 vs. DFMAX (9.76). VSMPX return over 5 years is better than : 84.96 vs. DFMAX (35.39).
| DFMAX | VSMPX | DFMAX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.28 | 0.02 | 6,400% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 9.936 | 13.029 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 2.02T | 0% |
| Annual Yield % from dividends | 0.23 | 1.15 | 20% |
| Returns for 1 year | 9.76 | 13.81 | 71% |
| Returns for 3 years | 37.05 | 76.12 | 49% |
| Returns for 5 years | 35.39 | 84.96 | 42% |
| Returns for 10 years | 74.75 | 215.53 | 35% |
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