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DFMIX vs VSMPX
DFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPX
Davidson Multi-Cap Equity I
Price$35.82
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets138.74M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
DFMIX vs VSMPX Comparison Chart in %
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DFMIX vs. VSMPX commentary
Dec 13, 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 DFMIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. DFMIX (139M). VSMPX pays higher dividends than DFMIX: VSMPX (1.12) vs DFMIX (0.41). DFMIX was incepted earlier than VSMPX: DFMIX (12 years) vs VSMPX (11 years). DFMIX (1.03) is less costly to investors than VSMPX (0.02). DFMIX is a more actively managed with annual turnover of: 15.93 vs. VSMPX (2.00). DFMIX has a lower initial minimum investment than VSMPX: DFMIX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. DFMIX (1.65). VSMPX return over 5 years is better than : 79.39 vs. DFMIX (34.86).
| DFMIX | VSMPX | DFMIX / VSMPX | |
| Total Expense Ratio | 0.90 | 0.02 | 4,500% |
| Annual Report Gross Expense Ratio | 1.03 | 0.02 | 5,150% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 5.106 | 17.371 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 2.06T | 0% |
| Annual Yield % from dividends | 0.41 | 1.12 | 36% |
| Returns for 1 year | 1.65 | 12.70 | 13% |
| Returns for 3 years | 36.67 | 70.86 | 52% |
| Returns for 5 years | 34.86 | 79.39 | 44% |
| Returns for 10 years | 80.67 | 230.39 | 35% |
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