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VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$67.52
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets6.63B
Vanguard Total Stock Mkt Idx I
Price$143.12
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.82T
VADCX vs VTSMX Comparison Chart in %
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VADCX vs. VTSMX commentary
Jun 20, 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: 1.82T vs. VADCX (6.63B). VTSMX pays higher dividends than VADCX: VTSMX (1.18) vs VADCX (0.61). 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 : 9.32 vs. VADCX (0.29). VTSMX return over 5 years is better than : 87.88 vs. VADCX (27.91).
| 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 | 1.229 | 1.533 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 1.82T | 0% |
| Annual Yield % from dividends | 0.61 | 1.18 | 51% |
| Returns for 1 year | 0.29 | 9.32 | 3% |
| Returns for 3 years | 15.18 | 60.46 | 25% |
| Returns for 5 years | 27.91 | 87.88 | 32% |
| Returns for 10 years | 47.11 | 177.45 | 27% |
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