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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$70.03
Change+$1.16 (+1.68%)
VolumeN/A
Net Assets6.27B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
VADDX vs VTSMX Comparison Chart
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VADDX vs. VTSMX commentary
Apr 26, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VADDX (6.27B). VADDX pays higher dividends than VTSMX: VADDX (1.56) vs VTSMX (1.25). VADDX was incepted earlier than VTSMX: VADDX (28 years) vs VTSMX (33 years). VADDX (0.28) is less costly to investors than VTSMX (0.14). VADDX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADDX has a lower initial minimum investment than VTSMX: VADDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.27 vs. VADDX (-3.77). VTSMX return over 5 years is better than : 86.77 vs. VADDX (42.85).
| VADDX | VTSMX | VADDX / VTSMX | |
| Total Expense Ratio | 0.28 | 0.14 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.14 | 200% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -5.424 | -9.023 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 1.7T | 0% |
| Annual Yield % from dividends | 1.56 | 1.25 | 125% |
| Returns for 1 year | -3.77 | 5.27 | -72% |
| Returns for 3 years | -4.05 | 22.56 | -18% |
| Returns for 5 years | 42.85 | 86.77 | 49% |
| Returns for 10 years | 51.63 | 150.14 | 34% |
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