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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
Invesco Equally-Wtd S&P 500 A
Price$79.07
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets6.78B
Vanguard Total Stock Mkt Idx I
Price$164.01
Change+$0.25 (+0.15%)
VolumeN/A
Net Assets2.06T
VADAX vs VTSMX Comparison Chart in %
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VADAX vs. VTSMX commentary
Dec 06, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. VADAX (6.78B). VADAX pays higher dividends than VTSMX: VADAX (1.22) vs VTSMX (1.02). VADAX was incepted earlier than VTSMX: VADAX (28 years) vs VTSMX (34 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 : 11.53 vs. VADAX (-2.71). VTSMX return over 5 years is better than : 76.72 vs. VADAX (17.56).
| 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 | 34 years | - |
| Gain YTD | 10.464 | 16.390 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 2.06T | 0% |
| Annual Yield % from dividends | 1.22 | 1.02 | 120% |
| Returns for 1 year | -2.71 | 11.53 | -23% |
| Returns for 3 years | 15.30 | 69.00 | 22% |
| Returns for 5 years | 17.56 | 76.72 | 23% |
| Returns for 10 years | 80.56 | 228.23 | 35% |