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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$79.77
Change-$0.31 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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VADFX vs VSMPX Comparison Chart
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VADFX vs. VSMPX commentary
Sep 21, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. VADFX (6.95B). VADFX pays higher dividends than VSMPX: VADFX (1.61) vs VSMPX (1.36). VADFX was incepted earlier than VSMPX: VADFX (12 years) vs VSMPX (9 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 : 25.90 vs. VADFX (18.15). VSMPX return over 5 years is better than : 83.02 vs. VADFX (34.59).
| VADFX | VSMPX | VADFX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 12.612 | 16.929 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.72T | 0% |
| Annual Yield % from dividends | 1.61 | 1.36 | 118% |
| Returns for 1 year | 18.15 | 25.90 | 70% |
| Returns for 3 years | 0.79 | 21.36 | 4% |
| Returns for 5 years | 34.59 | 83.02 | 42% |
| Returns for 10 years | 81.88 | N/A | - |
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