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DFMIX vs VSMPX
DFMIX vs VSMPX Comparison
Open Charts DFMIX vs VSMPX
Davidson Multi-Cap Equity I
Price$37.20
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets147.89M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
DFMIX vs VSMPX Comparison Chart in %
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DFMIX vs. VSMPX commentary
Sep 10, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. DFMIX (148M). VSMPX pays higher dividends than DFMIX: VSMPX (1.17) vs DFMIX (0.42). 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 : 20.41 vs. DFMIX (15.90). VSMPX return over 5 years is better than : 87.13 vs. DFMIX (41.20).
| 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 | 10 years | - |
| Gain YTD | 9.155 | 10.646 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 1.95T | 0% |
| Annual Yield % from dividends | 0.42 | 1.17 | 36% |
| Returns for 1 year | 15.90 | 20.41 | 78% |
| Returns for 3 years | 25.83 | 57.27 | 45% |
| Returns for 5 years | 41.20 | 87.13 | 47% |
| Returns for 10 years | 81.81 | 216.58 | 38% |
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