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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$66.93
Change+$0.64 (+0.97%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
VADRX vs VSMPX Comparison Chart
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VADRX vs. VSMPX commentary
Apr 25, 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: 1.7T vs. VADRX (6.21B). VSMPX pays higher dividends than VADRX: VSMPX (1.37) vs VADRX (1.10). 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 : 3.53 vs. VADRX (-5.18). VSMPX return over 5 years is better than : 83.75 vs. VADRX (37.71).
| 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 | -6.476 | -10.520 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 1.7T | 0% |
| Annual Yield % from dividends | 1.10 | 1.37 | 81% |
| Returns for 1 year | -5.18 | 3.53 | -147% |
| Returns for 3 years | -6.49 | 21.38 | -30% |
| Returns for 5 years | 37.71 | 83.75 | 45% |
| Returns for 10 years | 42.68 | N/A | - |
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