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VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$70.99
Change+$0.41 (+0.58%)
VolumeN/A
Net Assets6.81B
Vanguard Total Stock Mkt Idx I
Price$150.08
Change+$0.42 (+0.28%)
VolumeN/A
Net Assets1.91T
VADCX vs VTSMX Comparison Chart in %
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VADCX vs. VTSMX commentary
Jul 11, 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 VADCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADCX (6.81B). VTSMX pays higher dividends than VADCX: VTSMX (1.12) vs VADCX (0.59). VADCX was incepted earlier than VTSMX: VADCX (28 years) vs VTSMX (33 years). VADCX (1.27) is less costly to investors than VTSMX (0.14). VADCX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADCX has a lower initial minimum investment than VTSMX: VADCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.85 vs. VADCX (4.54). VTSMX return over 5 years is better than : 91.77 vs. VADCX (34.53).
| VADCX | VTSMX | VADCX / VTSMX | |
| Total Expense Ratio | 1.27 | 0.14 | 907% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 5.817 | 6.187 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 1.91T | 0% |
| Annual Yield % from dividends | 0.59 | 1.12 | 53% |
| Returns for 1 year | 4.54 | 11.85 | 38% |
| Returns for 3 years | 15.72 | 60.46 | 26% |
| Returns for 5 years | 34.53 | 91.77 | 38% |
| Returns for 10 years | 55.44 | 193.12 | 29% |
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