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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
Invesco Equally-Wtd S&P 500 A
Price$78.14
Change-$0.30 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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VADAX vs VTSMX Comparison Chart
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VADAX vs. VTSMX commentary
Sep 21, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VADAX (6.95B). VADAX pays higher dividends than VTSMX: VADAX (1.34) vs VTSMX (1.26). VADAX was incepted earlier than VTSMX: VADAX (27 years) vs VTSMX (32 years). VADAX is a more actively managed with annual turnover of: 20.00 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 : 31.53 vs. VADAX (21.08). VTSMX return over 5 years is better than : 85.64 vs. VADAX (33.10).
| VADAX | VTSMX | VADAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 13.132 | 18.617 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.72T | 0% |
| Annual Yield % from dividends | 1.34 | 1.26 | 106% |
| Returns for 1 year | 21.08 | 31.53 | 67% |
| Returns for 3 years | 2.12 | 25.35 | 8% |
| Returns for 5 years | 33.10 | 85.64 | 39% |
| Returns for 10 years | 80.41 | 187.59 | 43% |