Interact to see
Advertisement
Advertisement
DFMAX vs VSMPX
DFMAX vs VSMPX Comparison
Open Charts DFMAX vs VSMPX
Davidson Multi-Cap Equity A
Price$37.48
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets147.55M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
DFMAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFMAX vs. VSMPX commentary
Sep 29, 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: 1.95T vs. DFMAX (148M). VSMPX pays higher dividends than DFMAX: VSMPX (1.17) 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 : 15.65 vs. DFMAX (10.90). VSMPX return over 5 years is better than : 96.68 vs. DFMAX (44.89).
| 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 | 9.848 | 12.983 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 1.95T | 0% |
| Annual Yield % from dividends | 0.24 | 1.17 | 20% |
| Returns for 1 year | 10.90 | 15.65 | 70% |
| Returns for 3 years | 40.77 | 80.38 | 51% |
| Returns for 5 years | 44.89 | 96.68 | 46% |
| Returns for 10 years | 87.82 | 239.66 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement