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VADRX vs VTSMX
VADRX vs VTSMX Comparison
Open Charts VADRX vs VTSMX
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 I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
VADRX vs VTSMX Comparison Chart
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VADRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VADRX (6.63B). VTSMX pays higher dividends than VADRX: VTSMX (1.26) vs VADRX (1.12). VADRX was incepted earlier than VTSMX: VADRX (17 years) vs VTSMX (33 years). VADRX (0.78) is less costly to investors than VTSMX (0.14). VADRX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADRX has a lower initial minimum investment than VTSMX: VADRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. VADRX (-0.99). VTSMX return over 5 years is better than : 92.91 vs. VADRX (40.38).
| VADRX | VTSMX | VADRX / VTSMX | |
| Total Expense Ratio | 0.78 | 0.14 | 557% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 0.494 | -0.985 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 1.72T | 0% |
| Annual Yield % from dividends | 1.12 | 1.26 | 89% |
| Returns for 1 year | -0.99 | 9.50 | -10% |
| Returns for 3 years | 7.04 | 44.74 | 16% |
| Returns for 5 years | 40.38 | 92.91 | 43% |
| Returns for 10 years | 52.77 | 169.81 | 31% |