VADFX
Price
$79.43
Change
+$0.37 (+0.47%)
Updated
Oct 17 closing price
Net Assets
6.75B
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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VADFX vs VSMPX

Header iconVADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPXBanner chart's image
Invesco Equally-Wtd S&P 500 R6
Price$79.43
Change+$0.37 (+0.47%)
VolumeN/A
Net Assets6.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
VADFX vs VSMPX Comparison Chart in %
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VS
VADFX vs. VSMPX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. VADFX (6.75B). VADFX pays higher dividends than VSMPX: VADFX (1.50) vs VSMPX (1.15). 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 : 13.81 vs. VADFX (-1.40). VSMPX return over 5 years is better than : 84.96 vs. VADFX (31.83).
VADFXVSMPXVADFX / VSMPX
Total Expense Ratio0.180.02900%
Annual Report Gross Expense Ratio0.180.02900%
Fund Existence13 years10 years-
Gain YTD8.77813.02967%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets6.75B2.02T0%
Annual Yield % from dividends1.501.15131%
Returns for 1 year-1.4013.81-10%
Returns for 3 years26.0776.1234%
Returns for 5 years31.8384.9637%
Returns for 10 years84.12215.5339%
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