Interact to see
Advertisement
Advertisement
VADAX vs VSMPX
VADAX vs VSMPX Comparison
Open Charts VADAX vs VSMPX
Invesco Equally-Wtd S&P 500 A
Price$75.18
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
VADAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADAX vs. VSMPX commentary
Aug 08, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. VADAX (6.69B). VADAX pays higher dividends than VSMPX: VADAX (1.27) vs VSMPX (1.20). 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 : 21.79 vs. VADAX (5.92). VSMPX return over 5 years is better than : 83.98 vs. VADAX (30.24).
| 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 | 5.085 | 7.466 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 1.91T | 0% |
| Annual Yield % from dividends | 1.27 | 1.20 | 106% |
| Returns for 1 year | 5.92 | 21.79 | 27% |
| Returns for 3 years | 9.85 | 50.22 | 20% |
| Returns for 5 years | 30.24 | 83.98 | 36% |
| Returns for 10 years | 66.49 | 188.00 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement