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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$79.10
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
VADDX vs VTSMX Comparison Chart in %
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VADDX vs. VTSMX commentary
Aug 29, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADDX (6.84B). VADDX pays higher dividends than VTSMX: VADDX (1.47) vs VTSMX (1.09). 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 : 15.91 vs. VADDX (3.12). VTSMX return over 5 years is better than : 80.22 vs. VADDX (32.87).
| 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 | 8.679 | 10.125 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 1.91T | 0% |
| Annual Yield % from dividends | 1.47 | 1.09 | 135% |
| Returns for 1 year | 3.12 | 15.91 | 20% |
| Returns for 3 years | 17.04 | 58.13 | 29% |
| Returns for 5 years | 32.87 | 80.22 | 41% |
| Returns for 10 years | 87.02 | 223.55 | 39% |
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