VADDX
Price
$77.67
Change
+$0.39 (+0.50%)
Updated
Jul 3 closing price
Net Assets
6.9B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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VADDX vs VTSMX

Header iconVADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMXBanner chart's image
Invesco Equally-Wtd S&P 500 Y
Price$77.67
Change+$0.39 (+0.50%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
VADDX vs VTSMX Comparison Chart in %
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VS
VADDX vs. VTSMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VADDX (6.9B). 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 : 13.89 vs. VADDX (7.39). VTSMX return over 5 years is better than : 95.59 vs. VADDX (43.39).
VADDXVTSMXVADDX / VTSMX
Total Expense Ratio0.280.14200%
Annual Report Gross Expense Ratio0.280.14200%
Fund Existence28 years33 years-
Gain YTD6.6606.421104%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.9B1.82T0%
Annual Yield % from dividends1.491.12133%
Returns for 1 year7.3913.8953%
Returns for 3 years21.0862.0834%
Returns for 5 years43.3995.5945%
Returns for 10 years75.00198.0538%
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