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VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$72.80
Change-$0.29 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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VADCX vs VTSMX Comparison Chart
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VADCX vs. VTSMX commentary
Sep 21, 2024
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: 1.72T vs. VADCX (6.95B). VTSMX pays higher dividends than VADCX: VTSMX (1.26) vs VADCX (0.67). VADCX was incepted earlier than VTSMX: VADCX (27 years) vs VTSMX (32 years). VADCX is a more actively managed with annual turnover of: 20.00 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 : 31.53 vs. VADCX (19.93). VTSMX return over 5 years is better than : 85.64 vs. VADCX (27.24).
| VADCX | VTSMX | VADCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 12.519 | 18.617 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.72T | 0% |
| Annual Yield % from dividends | 0.67 | 1.26 | 53% |
| Returns for 1 year | 19.93 | 31.53 | 63% |
| Returns for 3 years | -1.22 | 25.35 | -5% |
| Returns for 5 years | 27.24 | 85.64 | 32% |
| Returns for 10 years | 67.50 | 187.59 | 36% |