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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$74.05
Change-$0.92 (-1.23%)
VolumeN/A
Net Assets6.64B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VADDX vs VTSMX Comparison Chart
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VADDX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. VADDX (6.64B). VADDX pays higher dividends than VTSMX: VADDX (1.54) vs VTSMX (1.18). 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 : 10.06 vs. VADDX (2.16). VTSMX return over 5 years is better than : 91.36 vs. VADDX (37.40).
| 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 | 1.689 | 1.349 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 1.82T | 0% |
| Annual Yield % from dividends | 1.54 | 1.18 | 130% |
| Returns for 1 year | 2.16 | 10.06 | 22% |
| Returns for 3 years | 17.49 | 57.59 | 30% |
| Returns for 5 years | 37.40 | 91.36 | 41% |
| Returns for 10 years | 64.10 | 178.92 | 36% |
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