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VADRX vs VSTSX
VADRX vs VSTSX Comparison
Open Charts VADRX vs VSTSX
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 Sel
Price$274.90
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
VADRX vs VSTSX Comparison Chart
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VADRX vs. VSTSX commentary
May 23, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. VADRX (6.63B). VSTSX pays higher dividends than VADRX: VSTSX (1.38) vs VADRX (1.12). VADRX was incepted earlier than VSTSX: VADRX (17 years) vs VSTSX (9 years). VADRX (0.78) is less costly to investors than VSTSX (0.01). VADRX is a more actively managed with annual turnover of: 22.00 vs. VSTSX (2.00). VADRX has a lower initial minimum investment than VSTSX: VADRX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.53 vs. VADRX (-0.99). VSTSX return over 5 years is better than : 93.06 vs. VADRX (40.38).
| VADRX | VSTSX | VADRX / VSTSX | |
| Total Expense Ratio | 0.78 | 0.01 | 7,800% |
| Annual Report Gross Expense Ratio | 0.78 | 0.01 | 7,800% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 0.494 | -0.966 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 1.72T | 0% |
| Annual Yield % from dividends | 1.12 | 1.38 | 82% |
| Returns for 1 year | -0.99 | 9.53 | -10% |
| Returns for 3 years | 7.04 | 44.86 | 16% |
| Returns for 5 years | 40.38 | 93.06 | 43% |
| Returns for 10 years | 52.77 | N/A | - |
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