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VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$67.51
Change-$0.85 (-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
VADCX vs VTSMX Comparison Chart
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VADCX 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 VADCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VADCX (6.64B). VTSMX pays higher dividends than VADCX: VTSMX (1.18) vs VADCX (0.61). VADCX was incepted earlier than VTSMX: VADCX (28 years) vs VTSMX (33 years). VADCX (1.27) is less costly to investors than VTSMX (0.14). VADCX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADCX has a lower initial minimum investment than VTSMX: VADCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. VADCX (0.55). VTSMX return over 5 years is better than : 91.36 vs. VADCX (28.99).
| VADCX | VTSMX | VADCX / VTSMX | |
| Total Expense Ratio | 1.27 | 0.14 | 907% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 1.214 | 1.349 | 90% |
| Front Load | N/A | 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 | 0.61 | 1.18 | 51% |
| Returns for 1 year | 0.55 | 10.06 | 5% |
| Returns for 3 years | 12.46 | 57.59 | 22% |
| Returns for 5 years | 28.99 | 91.36 | 32% |
| Returns for 10 years | 48.12 | 178.92 | 27% |
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