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VADAX vs VSMPX
VADAX vs VSMPX Comparison
Open Charts VADAX vs VSMPX
Invesco Equally-Wtd S&P 500 A
Price$73.26
Change+$0.62 (+0.85%)
VolumeN/A
Net Assets6.65B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
VADAX vs VSMPX Comparison Chart
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VADAX vs. VSMPX commentary
Jun 07, 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 VADAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADAX (6.66B). VADAX (1.32) and VSMPX (1.29) have matching dividends . VADAX was incepted earlier than VSMPX: VADAX (28 years) vs VSMPX (10 years). VADAX (0.53) is less costly to investors than VSMPX (0.02). VADAX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADAX has a lower initial minimum investment than VSMPX: VADAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.97 vs. VADAX (1.53). VSMPX return over 5 years is better than : 81.02 vs. VADAX (25.20).
| VADAX | VSMPX | VADAX / VSMPX | |
| Total Expense Ratio | 0.53 | 0.02 | 2,650% |
| Annual Report Gross Expense Ratio | 0.53 | 0.02 | 2,650% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 1.481 | 0.837 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 1.82T | 0% |
| Annual Yield % from dividends | 1.32 | 1.29 | 102% |
| Returns for 1 year | 1.53 | 10.97 | 14% |
| Returns for 3 years | 3.90 | 40.40 | 10% |
| Returns for 5 years | 25.20 | 81.02 | 31% |
| Returns for 10 years | 61.27 | 171.64 | 36% |
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