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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$78.70
Change+$0.39 (+0.50%)
VolumeN/A
Net Assets6.89B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
VADDX vs VTSMX Comparison Chart in %
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VADDX vs. VTSMX commentary
Jul 28, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADDX (6.89B). VADDX pays higher dividends than VTSMX: VADDX (1.49) vs VTSMX (1.12). VADDX was incepted earlier than VTSMX: VADDX (28 years) vs VTSMX (33 years). VADDX (0.28) is less costly to investors than VTSMX (0.14). VADDX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADDX has a lower initial minimum investment than VTSMX: VADDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. VADDX (6.54). VTSMX return over 5 years is better than : 93.51 vs. VADDX (39.94).
| VADDX | VTSMX | VADDX / VTSMX | |
| Total Expense Ratio | 0.28 | 0.14 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.14 | 200% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 8.075 | 8.287 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.89B | 1.91T | 0% |
| Annual Yield % from dividends | 1.49 | 1.12 | 133% |
| Returns for 1 year | 6.54 | 17.75 | 37% |
| Returns for 3 years | 19.45 | 60.60 | 32% |
| Returns for 5 years | 39.94 | 93.51 | 43% |
| Returns for 10 years | 77.46 | 200.97 | 39% |
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