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VADAX vs VSMPX
VADAX vs VSMPX Comparison
Open Charts VADAX vs VSMPX
Invesco Equally-Wtd S&P 500 A
Price$72.70
Change-$0.91 (-1.24%)
VolumeN/A
Net Assets6.64B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
VADAX vs VSMPX Comparison Chart
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VADAX vs. VSMPX commentary
Jun 16, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADAX (6.64B). VADAX (1.32) and VSMPX (1.29) have matching dividends . 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 : 10.08 vs. VADAX (1.79). VSMPX return over 5 years is better than : 91.46 vs. VADAX (35.40).
| 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 | 1.565 | 1.374 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 1.82T | 0% |
| Annual Yield % from dividends | 1.32 | 1.29 | 102% |
| Returns for 1 year | 1.79 | 10.08 | 18% |
| Returns for 3 years | 16.29 | 57.66 | 28% |
| Returns for 5 years | 35.40 | 91.46 | 39% |
| Returns for 10 years | 60.24 | 170.67 | 35% |
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