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VADDX vs VTSMX
VADDX vs VTSMX Comparison
Open Charts VADDX vs VTSMX
Invesco Equally-Wtd S&P 500 Y
Price$78.23
Change+$0.36 (+0.46%)
VolumeN/A
Net Assets6.77B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
VADDX vs VTSMX Comparison Chart in %
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VADDX vs. VTSMX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADDX (6.77B). VADDX pays higher dividends than VTSMX: VADDX (1.47) vs VTSMX (1.09). 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 : 16.00 vs. VADDX (3.25). VTSMX return over 5 years is better than : 85.57 vs. VADDX (33.63).
| 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 | 6.935 | 9.302 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77B | 1.91T | 0% |
| Annual Yield % from dividends | 1.47 | 1.09 | 135% |
| Returns for 1 year | 3.25 | 16.00 | 20% |
| Returns for 3 years | 10.40 | 49.89 | 21% |
| Returns for 5 years | 33.63 | 85.57 | 39% |
| Returns for 10 years | 83.67 | 221.45 | 38% |