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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$79.10
Change-$0.94 (-1.17%)
VolumeN/A
Net Assets6.79B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
VADDX vs VTSMX Comparison Chart in %
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VADDX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. VADDX (6.79B). VADDX pays higher dividends than VTSMX: VADDX (1.44) vs VTSMX (1.02). VADDX was incepted earlier than VTSMX: VADDX (28 years) vs VTSMX (34 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 : 13.42 vs. VADDX (-1.62). VTSMX return over 5 years is better than : 83.98 vs. VADDX (25.34).
| 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 | 34 years | - |
| Gain YTD | 9.915 | 15.972 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 2.05T | 0% |
| Annual Yield % from dividends | 1.44 | 1.02 | 141% |
| Returns for 1 year | -1.62 | 13.42 | -12% |
| Returns for 3 years | 15.61 | 68.22 | 23% |
| Returns for 5 years | 25.34 | 83.98 | 30% |
| Returns for 10 years | 87.83 | 235.40 | 37% |
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