Interact to see
Advertisement
Advertisement
VADAX vs VSMPX
VADAX vs VSMPX Comparison
Open Charts VADAX vs VSMPX
Invesco Equally-Wtd S&P 500 A
Price$77.47
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets6.83B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
VADAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADAX vs. VSMPX commentary
Sep 08, 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 VADAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. VADAX (6.83B). VADAX pays higher dividends than VSMPX: VADAX (1.24) vs VSMPX (1.17). VADAX was incepted earlier than VSMPX: VADAX (28 years) vs VSMPX (10 years). VADAX (0.53) is less costly to investors than VSMPX (0.02). VADAX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADAX has a lower initial minimum investment than VSMPX: VADAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. VADAX (3.37). VSMPX return over 5 years is better than : 85.03 vs. VADAX (32.27).
| VADAX | VSMPX | VADAX / VSMPX | |
| Total Expense Ratio | 0.53 | 0.02 | 2,650% |
| Annual Report Gross Expense Ratio | 0.53 | 0.02 | 2,650% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 8.229 | 10.358 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 1.95T | 0% |
| Annual Yield % from dividends | 1.24 | 1.17 | 106% |
| Returns for 1 year | 3.37 | 18.05 | 19% |
| Returns for 3 years | 18.79 | 63.71 | 29% |
| Returns for 5 years | 32.27 | 85.03 | 38% |
| Returns for 10 years | 82.00 | 214.57 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers