Ad is loading...
VADRX vs VTSMX
VADRX vs VTSMX Comparison
Open Charts VADRX vs VTSMX
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 I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
VADRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VADRX (6.21B). VTSMX pays higher dividends than VADRX: VTSMX (1.25) vs VADRX (1.10). 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 : 3.51 vs. VADRX (-5.18). VTSMX return over 5 years is better than : 83.68 vs. VADRX (37.71).
| 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 | -6.476 | -10.527 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 1.7T | 0% |
| Annual Yield % from dividends | 1.10 | 1.25 | 88% |
| Returns for 1 year | -5.18 | 3.51 | -148% |
| Returns for 3 years | -6.49 | 21.32 | -30% |
| Returns for 5 years | 37.71 | 83.68 | 45% |
| Returns for 10 years | 42.68 | 144.72 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...