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VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$73.19
Change+$0.26 (+0.36%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
VADCX vs VTSMX Comparison Chart in %
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VADCX vs. VTSMX commentary
Oct 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 VADCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. VADCX (6.9B). VTSMX pays higher dividends than VADCX: VTSMX (1.04) vs VADCX (0.56). 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 : 16.79 vs. VADCX (0.88). VTSMX return over 5 years is better than : 89.96 vs. VADCX (30.43).
| 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 | 9.730 | 13.963 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 2.02T | 0% |
| Annual Yield % from dividends | 0.56 | 1.04 | 54% |
| Returns for 1 year | 0.88 | 16.79 | 5% |
| Returns for 3 years | 20.15 | 81.38 | 25% |
| Returns for 5 years | 30.43 | 89.96 | 34% |
| Returns for 10 years | 71.57 | 229.85 | 31% |
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