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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$79.43
Change+$0.37 (+0.47%)
VolumeN/A
Net Assets6.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
VADFX vs VSMPX Comparison Chart in %
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VADFX vs. VSMPX commentary
Oct 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. VADFX (6.72B). VADFX pays higher dividends than VSMPX: VADFX (1.50) vs VSMPX (1.15). 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 : 13.28 vs. VADFX (-2.01). VSMPX return over 5 years is better than : 84.15 vs. VADFX (31.21).
| 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 | 8.272 | 12.533 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 2.02T | 0% |
| Annual Yield % from dividends | 1.50 | 1.15 | 131% |
| Returns for 1 year | -2.01 | 13.28 | -15% |
| Returns for 3 years | 27.28 | 77.44 | 35% |
| Returns for 5 years | 31.21 | 84.15 | 37% |
| Returns for 10 years | 83.53 | 213.72 | 39% |
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