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VADRX vs VTSMX
VADRX vs VTSMX Comparison
Open Charts VADRX vs VTSMX
Invesco Equally-Wtd S&P 500 R
Price$75.40
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
VADRX vs VTSMX Comparison Chart in %
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VADRX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. VADRX (6.9B). VTSMX pays higher dividends than VADRX: VTSMX (1.12) vs VADRX (1.05). 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 : 13.89 vs. VADRX (6.66). VTSMX return over 5 years is better than : 95.59 vs. VADRX (39.53).
| 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 | 6.377 | 6.421 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.82T | 0% |
| Annual Yield % from dividends | 1.05 | 1.12 | 94% |
| Returns for 1 year | 6.66 | 13.89 | 48% |
| Returns for 3 years | 18.78 | 62.08 | 30% |
| Returns for 5 years | 39.53 | 95.59 | 41% |
| Returns for 10 years | 67.17 | 198.05 | 34% |
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