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VADDX vs VSMPX
VADDX vs VSMPX Comparison
Open Charts VADDX vs VSMPX
Invesco Equally-Wtd S&P 500 Y
Price$77.67
Change+$0.39 (+0.50%)
VolumeN/A
Net Assets6.87B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
VADDX vs VSMPX Comparison Chart in %
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VADDX vs. VSMPX commentary
Jul 04, 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 (6.87B). VADDX pays higher dividends than VSMPX: VADDX (1.49) vs VSMPX (1.22). 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 : 12.93 vs. VADDX (6.85). VSMPX return over 5 years is better than : 94.02 vs. VADDX (42.67).
| 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 | 6.125 | 5.518 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.87B | 1.82T | 0% |
| Annual Yield % from dividends | 1.49 | 1.22 | 122% |
| Returns for 1 year | 6.85 | 12.93 | 53% |
| Returns for 3 years | 20.47 | 60.79 | 34% |
| Returns for 5 years | 42.67 | 94.02 | 45% |
| Returns for 10 years | 74.12 | 186.74 | 40% |
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