VADFX
Price
$77.92
Change
+$0.39 (+0.50%)
Updated
Jul 3 closing price
Net Assets
6.9B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$77.92
Change+$0.39 (+0.50%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
VADFX vs VSMPX Comparison Chart in %
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VS
VADFX vs. VSMPX 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 VADFX is a StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADFX (6.9B). VADFX pays higher dividends than VSMPX: VADFX (1.57) vs VSMPX (1.22). 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 : 13.90 vs. VADFX (7.50). VSMPX return over 5 years is better than : 95.69 vs. VADFX (44.03).
VADFXVSMPXVADFX / VSMPX
Total Expense Ratio0.180.02900%
Annual Report Gross Expense Ratio0.180.02900%
Fund Existence13 years10 years-
Gain YTD6.7106.426104%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets6.9B1.82T0%
Annual Yield % from dividends1.571.22128%
Returns for 1 year7.5013.9054%
Returns for 3 years21.4762.1735%
Returns for 5 years44.0395.6946%
Returns for 10 years76.48189.2140%
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