Interact to see
Advertisement
Advertisement
VADCX vs VSMPX
VADCX vs VSMPX Comparison
Open Charts VADCX vs VSMPX
Invesco Equally-Wtd S&P 500 C
Price$70.77
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
VADCX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADCX vs. VSMPX 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 VADCX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADCX (6.9B). VSMPX pays higher dividends than VADCX: VSMPX (1.22) vs VADCX (0.59). VADCX was incepted earlier than VSMPX: VADCX (28 years) vs VSMPX (10 years). VADCX (1.27) is less costly to investors than VSMPX (0.02). VADCX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADCX has a lower initial minimum investment than VSMPX: VADCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. VADCX (5.68). VSMPX return over 5 years is better than : 95.69 vs. VADCX (34.62).
| VADCX | VSMPX | VADCX / VSMPX | |
| Total Expense Ratio | 1.27 | 0.02 | 6,350% |
| Annual Report Gross Expense Ratio | 1.27 | 0.02 | 6,350% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 6.102 | 6.426 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.82T | 0% |
| Annual Yield % from dividends | 0.59 | 1.22 | 48% |
| Returns for 1 year | 5.68 | 13.90 | 41% |
| Returns for 3 years | 15.90 | 62.17 | 26% |
| Returns for 5 years | 34.62 | 95.69 | 36% |
| Returns for 10 years | 57.94 | 189.21 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement