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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$76.79
Change-$0.58 (-0.75%)
VolumeN/A
Net Assets6.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.18
Change-$0.47 (-0.16%)
VolumeN/A
Net Assets1.95T
VADRX vs VSMPX Comparison Chart in %
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VADRX vs. VSMPX commentary
Sep 15, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. VADRX (6.79B). VSMPX pays higher dividends than VADRX: VSMPX (1.17) vs VADRX (1.01). 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 : 17.96 vs. VADRX (2.74). VSMPX return over 5 years is better than : 92.61 vs. VADRX (33.46).
| 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 | 8.338 | 11.996 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 1.95T | 0% |
| Annual Yield % from dividends | 1.01 | 1.17 | 87% |
| Returns for 1 year | 2.74 | 17.96 | 15% |
| Returns for 3 years | 16.48 | 64.50 | 26% |
| Returns for 5 years | 33.46 | 92.61 | 36% |
| Returns for 10 years | 78.26 | 217.78 | 36% |
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