Interact to see
Advertisement
Advertisement
VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$79.39
Change+$0.81 (+1.03%)
VolumeN/A
Net Assets6.77B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
VADDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADDX vs. VTSMX commentary
Sep 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. VADDX (6.77B). VADDX pays higher dividends than VTSMX: VADDX (1.44) vs VTSMX (1.07). 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 : 15.63 vs. VADDX (-0.57). VTSMX return over 5 years is better than : 96.53 vs. VADDX (38.82).
| 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 | 7.910 | 12.949 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77B | 1.95T | 0% |
| Annual Yield % from dividends | 1.44 | 1.07 | 135% |
| Returns for 1 year | -0.57 | 15.63 | -4% |
| Returns for 3 years | 29.37 | 80.25 | 37% |
| Returns for 5 years | 38.82 | 96.53 | 40% |
| Returns for 10 years | 95.58 | 249.92 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement