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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
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 I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
VADAX vs VTSMX Comparison Chart
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VADAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VADAX (6.66B). VADAX pays higher dividends than VTSMX: VADAX (1.32) vs VTSMX (1.18). 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 : 10.96 vs. VADAX (1.53). VTSMX return over 5 years is better than : 80.94 vs. VADAX (25.20).
| 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 | 1.481 | 0.817 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 1.82T | 0% |
| Annual Yield % from dividends | 1.32 | 1.18 | 111% |
| Returns for 1 year | 1.53 | 10.96 | 14% |
| Returns for 3 years | 3.90 | 40.34 | 10% |
| Returns for 5 years | 25.20 | 80.94 | 31% |
| Returns for 10 years | 61.27 | 179.94 | 34% |
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