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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$75.40
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
VADRX vs VSMPX Comparison Chart in %
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VADRX vs. VSMPX commentary
Jul 07, 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 VADRX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADRX (6.9B). VSMPX pays higher dividends than VADRX: VSMPX (1.22) vs VADRX (1.05). VADRX was incepted earlier than VSMPX: VADRX (17 years) vs VSMPX (10 years). VADRX (0.78) is less costly to investors than VSMPX (0.02). VADRX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADRX has a lower initial minimum investment than VSMPX: VADRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. VADRX (6.66). VSMPX return over 5 years is better than : 95.69 vs. VADRX (39.53).
| VADRX | VSMPX | VADRX / VSMPX | |
| Total Expense Ratio | 0.78 | 0.02 | 3,900% |
| Annual Report Gross Expense Ratio | 0.78 | 0.02 | 3,900% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 6.377 | 6.426 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.82T | 0% |
| Annual Yield % from dividends | 1.05 | 1.22 | 86% |
| Returns for 1 year | 6.66 | 13.90 | 48% |
| Returns for 3 years | 18.78 | 62.17 | 30% |
| Returns for 5 years | 39.53 | 95.69 | 41% |
| Returns for 10 years | 67.17 | 189.21 | 35% |
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