DFMIX
Price
$35.68
Change
-$2.22 (-5.86%)
Updated
Feb 3 closing price
Net Assets
137.43M
VSMPX
Price
$310.42
Change
+$8.40 (+2.78%)
Updated
Feb 3 closing price
Net Assets
2.06T
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DFMIX vs VSMPX

Header iconDFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPXBanner chart's image
Davidson Multi-Cap Equity I
Price$35.68
Change-$2.22 (-5.86%)
VolumeN/A
Net Assets137.43M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
DFMIX vs VSMPX Comparison Chart in %
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VS
DFMIX vs. VSMPX commentary
Feb 04, 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 DFMIX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. DFMIX (137M). VSMPX pays higher dividends than DFMIX: VSMPX (1.11) vs DFMIX (1.00). DFMIX was incepted earlier than VSMPX: DFMIX (12 years) vs VSMPX (11 years). DFMIX (1.01) 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 : 14.80 vs. DFMIX (2.24). VSMPX return over 5 years is better than : 68.28 vs. DFMIX (27.02).
DFMIXVSMPXDFMIX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence12 years11 years-
Gain YTD0.8761.38163%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137M2.06T0%
Annual Yield % from dividends1.001.1190%
Returns for 1 year2.2414.8015%
Returns for 3 years30.7064.0748%
Returns for 5 years27.0268.2840%
Returns for 10 years98.09259.2638%
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