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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
Invesco Equally-Wtd S&P 500 A
Price$76.25
Change+$0.39 (+0.51%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
VADAX vs VTSMX Comparison Chart in %
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VADAX 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 VADAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VADAX (6.9B). VADAX pays higher dividends than VTSMX: VADAX (1.28) vs VTSMX (1.12). VADAX was incepted earlier than VTSMX: VADAX (28 years) vs VTSMX (33 years). VADAX (0.53) is less costly to investors than VTSMX (0.14). VADAX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADAX has a lower initial minimum investment than VTSMX: VADAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. VADAX (7.00). VTSMX return over 5 years is better than : 95.59 vs. VADAX (41.34).
| VADAX | VTSMX | VADAX / VTSMX | |
| Total Expense Ratio | 0.53 | 0.14 | 379% |
| Annual Report Gross Expense Ratio | 0.53 | 0.14 | 379% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 6.524 | 6.421 | 102% |
| Front Load | 6% | 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 | 1.28 | 1.12 | 115% |
| Returns for 1 year | 7.00 | 13.89 | 50% |
| Returns for 3 years | 19.87 | 62.08 | 32% |
| Returns for 5 years | 41.34 | 95.59 | 43% |
| Returns for 10 years | 70.87 | 198.05 | 36% |
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