DFMIX
Price
$37.53
Change
+$0.20 (+0.54%)
Updated
Oct 17 closing price
Net Assets
146.1M
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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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$37.53
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets146.1M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
DFMIX vs VSMPX Comparison Chart in %
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VS
DFMIX vs. VSMPX commentary
Oct 21, 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 StrongBuy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. DFMIX (146M). VSMPX pays higher dividends than DFMIX: VSMPX (1.15) vs DFMIX (0.41). 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: 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 : 13.81 vs. DFMIX (10.03). VSMPX return over 5 years is better than : 84.96 vs. DFMIX (36.61).
DFMIXVSMPXDFMIX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio1.030.025,150%
Fund Existence12 years10 years-
Gain YTD10.12313.02978%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets146M2.02T0%
Annual Yield % from dividends0.411.1536%
Returns for 1 year10.0313.8173%
Returns for 3 years37.6476.1249%
Returns for 5 years36.6184.9643%
Returns for 10 years77.34215.5336%
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