Interact to see
Advertisement
Advertisement
VADDX vs VSMPX
VADDX vs VSMPX Comparison
Open Charts VADDX vs VSMPX
Invesco Equally-Wtd S&P 500 Y
Price$78.23
Change+$0.36 (+0.46%)
VolumeN/A
Net Assets6.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$287.36
Change-$1.75 (-0.61%)
VolumeN/A
Net Assets1.91T
VADDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADDX vs. VSMPX 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 VADDX is a Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. VADDX (6.77B). VADDX pays higher dividends than VSMPX: VADDX (1.47) vs VSMPX (1.20). 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 : 16.02 vs. VADDX (3.25). VSMPX return over 5 years is better than : 85.65 vs. VADDX (33.63).
| VADDX | VSMPX | VADDX / VSMPX | |
| Total Expense Ratio | 0.28 | 0.02 | 1,400% |
| Annual Report Gross Expense Ratio | 0.28 | 0.02 | 1,400% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 6.935 | 9.322 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77B | 1.91T | 0% |
| Annual Yield % from dividends | 1.47 | 1.20 | 123% |
| Returns for 1 year | 3.25 | 16.02 | 20% |
| Returns for 3 years | 10.40 | 49.97 | 21% |
| Returns for 5 years | 33.63 | 85.65 | 39% |
| Returns for 10 years | 83.67 | 211.95 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement