Interact to see
Advertisement
Advertisement
VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
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 I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VADAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VADAX (6.64B). VADAX pays higher dividends than VTSMX: VADAX (1.32) vs VTSMX (1.18). 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 : 10.06 vs. VADAX (1.79). VTSMX return over 5 years is better than : 91.36 vs. VADAX (35.40).
| 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 | 1.565 | 1.349 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 1.82T | 0% |
| Annual Yield % from dividends | 1.32 | 1.18 | 111% |
| Returns for 1 year | 1.79 | 10.06 | 18% |
| Returns for 3 years | 16.29 | 57.59 | 28% |
| Returns for 5 years | 35.40 | 91.36 | 39% |
| Returns for 10 years | 60.24 | 178.92 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement