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VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$74.29
Change-$0.92 (-1.22%)
VolumeN/A
Net Assets6.64B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
VADFX vs VSMPX Comparison Chart
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VADFX vs. VSMPX 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 VADFX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADFX (6.64B). VADFX pays higher dividends than VSMPX: VADFX (1.62) vs VSMPX (1.29). VADFX was incepted earlier than VSMPX: VADFX (13 years) vs VSMPX (10 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 : 10.08 vs. VADFX (2.29). VSMPX return over 5 years is better than : 91.46 vs. VADFX (38.01).
| 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 | 10 years | - |
| Gain YTD | 1.739 | 1.374 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 1.82T | 0% |
| Annual Yield % from dividends | 1.62 | 1.29 | 125% |
| Returns for 1 year | 2.29 | 10.08 | 23% |
| Returns for 3 years | 17.86 | 57.66 | 31% |
| Returns for 5 years | 38.01 | 91.46 | 42% |
| Returns for 10 years | 65.52 | 170.67 | 38% |
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