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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$79.37
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
VADFX vs VSMPX Comparison Chart in %
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VADFX vs. VSMPX 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 VADFX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. VADFX (6.84B). VADFX pays higher dividends than VSMPX: VADFX (1.55) vs VSMPX (1.20). 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 : 15.93 vs. VADFX (3.22). VSMPX return over 5 years is better than : 80.29 vs. VADFX (33.46).
| 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 | 8.751 | 10.147 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 1.91T | 0% |
| Annual Yield % from dividends | 1.55 | 1.20 | 130% |
| Returns for 1 year | 3.22 | 15.93 | 20% |
| Returns for 3 years | 17.43 | 58.20 | 30% |
| Returns for 5 years | 33.46 | 80.29 | 42% |
| Returns for 10 years | 88.58 | 213.94 | 41% |
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