Ad is loading...
VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$82.90
Change+$0.04 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
VADFX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADFX vs. VSMPX commentary
Nov 14, 2024
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 VADFX is a StrongSell and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. VADFX (7.16B). VADFX pays higher dividends than VSMPX: VADFX (1.61) vs VSMPX (1.36). VADFX was incepted earlier than VSMPX: VADFX (12 years) vs VSMPX (10 years). VADFX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (2.00). VADFX has a lower initial minimum investment than VSMPX: VADFX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 36.48 vs. VADFX (28.67). VSMPX return over 5 years is better than : 89.05 vs. VADFX (36.59).
| VADFX | VSMPX | VADFX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 17.816 | 24.987 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.16B | 1.73T | 0% |
| Annual Yield % from dividends | 1.61 | 1.36 | 118% |
| Returns for 1 year | 28.67 | 36.48 | 79% |
| Returns for 3 years | -0.49 | 22.93 | -2% |
| Returns for 5 years | 36.59 | 89.05 | 41% |
| Returns for 10 years | 87.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BAFGX | 33.07 | 0.07 | +0.21% |
| Brown Advisory Growth Equity Inst | |||
| MLPZX | 6.26 | -0.03 | -0.48% |
| Invesco SteelPath MLP Income Y | |||
| GPIGX | 13.42 | -0.07 | -0.50% |
| Guidepath® Growth and Income | |||
| ETCMX | 14.73 | -0.10 | -0.67% |
| Eventide Balanced Fund Class C | |||
| CIMFX | 25.83 | -0.24 | -0.92% |
| American Funds Income Fund of Amer 529F1 | |||