Interact to see
Advertisement
Advertisement
VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
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 I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VADDX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VADDX (6.73B). VADDX pays higher dividends than VTSMX: VADDX (1.54) vs VTSMX (1.18). 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 : 11.36 vs. VADDX (3.43). VTSMX return over 5 years is better than : 93.63 vs. VADDX (39.11).
| 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 | 2.952 | 2.548 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.73B | 1.82T | 0% |
| Annual Yield % from dividends | 1.54 | 1.18 | 130% |
| Returns for 1 year | 3.43 | 11.36 | 30% |
| Returns for 3 years | 18.95 | 59.46 | 32% |
| Returns for 5 years | 39.11 | 93.63 | 42% |
| Returns for 10 years | 66.13 | 182.22 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers