Interact to see
Advertisement
Advertisement
VADCX vs VTSMX
VADCX vs VTSMX Comparison
Open Charts VADCX vs VTSMX
Invesco Equally-Wtd S&P 500 C
Price$71.91
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets6.75B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
VADCX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADCX vs. VTSMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. VADCX (6.75B). VTSMX pays higher dividends than VADCX: VTSMX (1.04) vs VADCX (0.56). VADCX was incepted earlier than VTSMX: VADCX (28 years) vs VTSMX (34 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 : 13.79 vs. VADCX (-3.08). VTSMX return over 5 years is better than : 84.86 vs. VADCX (23.24).
| 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 | 34 years | - |
| Gain YTD | 7.811 | 13.012 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.75B | 2.02T | 0% |
| Annual Yield % from dividends | 0.56 | 1.04 | 54% |
| Returns for 1 year | -3.08 | 13.79 | -22% |
| Returns for 3 years | 20.28 | 76.02 | 27% |
| Returns for 5 years | 23.24 | 84.86 | 27% |
| Returns for 10 years | 64.84 | 225.10 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers