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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$80.93
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets6.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.82
Change+$0.46 (+0.15%)
VolumeN/A
Net Assets2.06T
VADFX vs VSMPX Comparison Chart in %
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VADFX vs. VSMPX commentary
Dec 06, 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 VADFX is a Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. VADFX (6.78B). VADFX pays higher dividends than VSMPX: VADFX (1.49) vs VSMPX (1.12). VADFX was incepted earlier than VSMPX: VADFX (13 years) vs VSMPX (11 years). VADFX (0.18) is less costly to investors than VSMPX (0.02). VADFX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADFX has a lower initial minimum investment than VSMPX: VADFX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.54 vs. VADFX (-2.24). VSMPX return over 5 years is better than : 76.81 vs. VADFX (19.80).
| VADFX | VSMPX | VADFX / VSMPX | |
| Total Expense Ratio | 0.18 | 0.02 | 900% |
| Annual Report Gross Expense Ratio | 0.18 | 0.02 | 900% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 10.833 | 16.421 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 2.06T | 0% |
| Annual Yield % from dividends | 1.49 | 1.12 | 133% |
| Returns for 1 year | -2.24 | 11.54 | -19% |
| Returns for 3 years | 16.84 | 69.08 | 24% |
| Returns for 5 years | 19.80 | 76.81 | 26% |
| Returns for 10 years | 86.48 | 218.48 | 40% |
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