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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$71.02
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets6.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
VADRX vs VSMPX Comparison Chart
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VADRX vs. VSMPX commentary
May 24, 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: 1.72T vs. VADRX (6.63B). VSMPX pays higher dividends than VADRX: VSMPX (1.37) vs VADRX (1.12). 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 : 9.52 vs. VADRX (-0.99). VSMPX return over 5 years is better than : 92.99 vs. VADRX (40.38).
| 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 | 0.494 | -0.966 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 1.72T | 0% |
| Annual Yield % from dividends | 1.12 | 1.37 | 82% |
| Returns for 1 year | -0.99 | 9.52 | -10% |
| Returns for 3 years | 7.04 | 44.82 | 16% |
| Returns for 5 years | 40.38 | 92.99 | 43% |
| Returns for 10 years | 52.77 | 161.82 | 33% |
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