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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$72.82
Change-$0.28 (-0.38%)
VolumeN/A
Net Assets6.63B
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
VADDX vs VTSMX Comparison Chart
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VADDX vs. VTSMX commentary
May 24, 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: 1.72T vs. VADDX (6.63B). VADDX pays higher dividends than VTSMX: VADDX (1.60) vs VTSMX (1.26). 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 : 9.50 vs. VADDX (-0.32). VTSMX return over 5 years is better than : 92.91 vs. VADDX (44.24).
| 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 | 0.687 | -0.985 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 1.72T | 0% |
| Annual Yield % from dividends | 1.60 | 1.26 | 127% |
| Returns for 1 year | -0.32 | 9.50 | -3% |
| Returns for 3 years | 9.10 | 44.74 | 20% |
| Returns for 5 years | 44.24 | 92.91 | 48% |
| Returns for 10 years | 59.91 | 169.81 | 35% |
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