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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$67.91
Change+$1.03 (+1.54%)
VolumeN/A
Net Assets6.09B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
VADFX vs VSMPX Comparison Chart
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VADFX vs. VSMPX commentary
Apr 12, 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 VADFX is a Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. VADFX (6.09B). VADFX pays higher dividends than VSMPX: VADFX (1.65) vs VSMPX (1.37). VADFX was incepted earlier than VSMPX: VADFX (13 years) vs VSMPX (10 years). VADFX (0.18) is less costly to investors than VSMPX (0.02). VADFX is a more actively managed with annual turnover of: 22.00 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 : 0.32 vs. VADFX (-7.82). VSMPX return over 5 years is better than : 85.42 vs. VADFX (37.81).
| VADFX | VSMPX | VADFX / VSMPX | |
| Total Expense Ratio | 0.18 | 0.02 | 900% |
| Annual Report Gross Expense Ratio | 0.18 | 0.02 | 900% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -8.409 | -11.144 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 1.7T | 0% |
| Annual Yield % from dividends | 1.65 | 1.37 | 121% |
| Returns for 1 year | -7.82 | 0.32 | -2,467% |
| Returns for 3 years | -8.04 | 17.06 | -47% |
| Returns for 5 years | 37.81 | 85.42 | 44% |
| Returns for 10 years | 48.04 | N/A | - |
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