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VADDX vs VSMPX
VADDX vs VSMPX Comparison
Open Charts VADDX vs VSMPX
Invesco Equally-Wtd S&P 500 Y
Price$74.05
Change-$0.92 (-1.23%)
VolumeN/A
Net Assets6.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
VADDX vs VSMPX Comparison Chart
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VADDX vs. VSMPX commentary
Jun 14, 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 VADDX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADDX (6.73B). VADDX pays higher dividends than VSMPX: VADDX (1.54) vs VSMPX (1.29). VADDX was incepted earlier than VSMPX: VADDX (28 years) vs VSMPX (10 years). VADDX (0.28) is less costly to investors than VSMPX (0.02). VADDX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADDX has a lower initial minimum investment than VSMPX: VADDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.38 vs. VADDX (3.43). VSMPX return over 5 years is better than : 93.72 vs. VADDX (39.11).
| VADDX | VSMPX | VADDX / VSMPX | |
| Total Expense Ratio | 0.28 | 0.02 | 1,400% |
| Annual Report Gross Expense Ratio | 0.28 | 0.02 | 1,400% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 2.952 | 2.573 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.73B | 1.82T | 0% |
| Annual Yield % from dividends | 1.54 | 1.29 | 119% |
| Returns for 1 year | 3.43 | 11.38 | 30% |
| Returns for 3 years | 18.95 | 59.52 | 32% |
| Returns for 5 years | 39.11 | 93.72 | 42% |
| Returns for 10 years | 66.13 | 173.87 | 38% |
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