DFMIX
Price
$36.95
Change
+$0.12 (+0.33%)
Updated
Jul 25 closing price
Net Assets
149.84M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$36.95
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets149.84M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
DFMIX vs VSMPX Comparison Chart in %
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VS
DFMIX vs. VSMPX commentary
Jul 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. DFMIX (150M). VSMPX pays higher dividends than DFMIX: VSMPX (1.22) vs DFMIX (0.43). DFMIX was incepted earlier than VSMPX: DFMIX (12 years) vs VSMPX (10 years). DFMIX (1.03) is less costly to investors than VSMPX (0.02). DFMIX is a more actively managed with annual turnover of: 29.02 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 : 17.76 vs. DFMIX (16.16). VSMPX return over 5 years is better than : 93.61 vs. DFMIX (45.61).
DFMIXVSMPXDFMIX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio1.030.025,150%
Fund Existence12 years10 years-
Gain YTD8.4218.298101%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets150M1.91T0%
Annual Yield % from dividends0.431.2235%
Returns for 1 year16.1617.7691%
Returns for 3 years30.5360.6750%
Returns for 5 years45.6193.6149%
Returns for 10 years69.21192.0936%
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