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VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$71.20
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets6.8B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
VADCX vs VTSMX Comparison Chart in %
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VADCX vs. VTSMX commentary
Aug 20, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADCX (6.8B). VTSMX pays higher dividends than VADCX: VTSMX (1.09) vs VADCX (0.58). 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 : 16.00 vs. VADCX (1.62). VTSMX return over 5 years is better than : 85.57 vs. VADCX (25.49).
| 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 | 6.252 | 9.302 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 1.91T | 0% |
| Annual Yield % from dividends | 0.58 | 1.09 | 53% |
| Returns for 1 year | 1.62 | 16.00 | 10% |
| Returns for 3 years | 5.68 | 49.89 | 11% |
| Returns for 5 years | 25.49 | 85.57 | 30% |
| Returns for 10 years | 65.80 | 221.45 | 30% |