Interact to see
Advertisement
Advertisement
VADFX vs VSMPX
VADFX vs VSMPX Comparison
Open Charts VADFX vs VSMPX
Invesco Equally-Wtd S&P 500 R6
Price$76.52
Change-$3.48 (-4.35%)
VolumeN/A
Net Assets6.89B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
VADFX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADFX vs. VSMPX commentary
Feb 04, 2026
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: 2.06T vs. VADFX (6.89B). VADFX pays higher dividends than VSMPX: VADFX (1.47) vs VSMPX (1.11). 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: 25.00 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 : 14.80 vs. VADFX (3.42). VSMPX return over 5 years is better than : 68.28 vs. VADFX (17.56).
| 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 | 3.700 | 1.381 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.89B | 2.06T | 0% |
| Annual Yield % from dividends | 1.47 | 1.11 | 133% |
| Returns for 1 year | 3.42 | 14.80 | 23% |
| Returns for 3 years | 14.08 | 64.07 | 22% |
| Returns for 5 years | 17.56 | 68.28 | 26% |
| Returns for 10 years | 102.81 | 259.26 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers