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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$76.88
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets6.7B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change+$1.71 (+0.61%)
VolumeN/A
Net Assets1.91T
VADFX vs VSMPX Comparison Chart in %
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VADFX vs. VSMPX commentary
Jul 18, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. VADFX (6.7B). VADFX pays higher dividends than VSMPX: VADFX (1.57) vs VSMPX (1.22). 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 : 11.81 vs. VADFX (0.82). VSMPX return over 5 years is better than : 89.18 vs. VADFX (36.71).
| 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 | 4.862 | 6.127 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 1.91T | 0% |
| Annual Yield % from dividends | 1.57 | 1.22 | 128% |
| Returns for 1 year | 0.82 | 11.81 | 7% |
| Returns for 3 years | 19.36 | 61.29 | 32% |
| Returns for 5 years | 36.71 | 89.18 | 41% |
| Returns for 10 years | 70.94 | 181.27 | 39% |
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