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VADAX vs VTSMX
VADAX vs VTSMX Comparison
Open Charts VADAX vs VTSMX
Invesco Equally-Wtd S&P 500 A
Price$77.59
Change-$0.92 (-1.17%)
VolumeN/A
Net Assets6.79B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
VADAX vs VTSMX Comparison Chart in %
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VADAX vs. VTSMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. VADAX (6.79B). VADAX pays higher dividends than VTSMX: VADAX (1.24) 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 : 13.42 vs. VADAX (-1.98). VTSMX return over 5 years is better than : 83.98 vs. VADAX (23.52).
| 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 | 9.681 | 15.972 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 2.05T | 0% |
| Annual Yield % from dividends | 1.24 | 1.02 | 121% |
| Returns for 1 year | -1.98 | 13.42 | -15% |
| Returns for 3 years | 14.45 | 68.22 | 21% |
| Returns for 5 years | 23.52 | 83.98 | 28% |
| Returns for 10 years | 83.43 | 235.40 | 35% |
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