VADDX
Price
$77.67
Change
+$0.39 (+0.50%)
Updated
Jul 3 closing price
Net Assets
6.9B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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VADDX vs VSMPX

Header iconVADDX vs VSMPX Comparison
Open Charts VADDX vs VSMPXBanner chart's image
Invesco Equally-Wtd S&P 500 Y
Price$77.67
Change+$0.39 (+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
VADDX vs VSMPX Comparison Chart in %
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VS
VADDX 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 VADDX is a StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADDX (6.9B). VADDX pays higher dividends than VSMPX: VADDX (1.49) vs VSMPX (1.22). VADDX was incepted earlier than VSMPX: VADDX (28 years) vs VSMPX (10 years). VADDX (0.28) is less costly to investors than VSMPX (0.02). VADDX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADDX has a lower initial minimum investment than VSMPX: VADDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. VADDX (7.39). VSMPX return over 5 years is better than : 95.69 vs. VADDX (43.39).
VADDXVSMPXVADDX / VSMPX
Total Expense Ratio0.280.021,400%
Annual Report Gross Expense Ratio0.280.021,400%
Fund Existence28 years10 years-
Gain YTD6.6606.426104%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.9B1.82T0%
Annual Yield % from dividends1.491.22122%
Returns for 1 year7.3913.9053%
Returns for 3 years21.0862.1734%
Returns for 5 years43.3995.6945%
Returns for 10 years75.00189.2140%
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