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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
Invesco Equally-Wtd S&P 500 A
Price$70.76
Change+$0.59 (+0.84%)
VolumeN/A
Net Assets6.48B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
VADAX vs VTSMX Comparison Chart
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VADAX vs. VTSMX commentary
May 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VADAX (6.48B). VADAX pays higher dividends than VTSMX: VADAX (1.37) vs VTSMX (1.26). 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 : 7.85 vs. VADAX (-1.57). VTSMX return over 5 years is better than : 87.92 vs. VADAX (38.99).
| 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 | -1.970 | -4.660 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 1.72T | 0% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | -1.57 | 7.85 | -20% |
| Returns for 3 years | 5.44 | 39.37 | 14% |
| Returns for 5 years | 38.99 | 87.92 | 44% |
| Returns for 10 years | 53.62 | 162.78 | 33% |
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