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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
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 I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
VADAX vs VTSMX Comparison Chart in %
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VADAX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADAX (6.69B). VADAX pays higher dividends than VTSMX: VADAX (1.27) vs VTSMX (1.09). VADAX was incepted earlier than VTSMX: VADAX (28 years) vs VTSMX (33 years). VADAX (0.53) is less costly to investors than VTSMX (0.14). VADAX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADAX has a lower initial minimum investment than VTSMX: VADAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.02 vs. VADAX (5.92). VTSMX return over 5 years is better than : 82.72 vs. VADAX (30.24).
| VADAX | VTSMX | VADAX / VTSMX | |
| Total Expense Ratio | 0.53 | 0.14 | 379% |
| Annual Report Gross Expense Ratio | 0.53 | 0.14 | 379% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 5.085 | 6.754 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 1.91T | 0% |
| Annual Yield % from dividends | 1.27 | 1.09 | 116% |
| Returns for 1 year | 5.92 | 20.02 | 30% |
| Returns for 3 years | 9.85 | 49.22 | 20% |
| Returns for 5 years | 30.24 | 82.72 | 37% |
| Returns for 10 years | 66.49 | 198.64 | 33% |
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