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VADFX vs VTSAX
VADFX vs VTSAX Comparison
Open Charts VADFX vs VTSAX
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 Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VADFX vs VTSAX Comparison Chart
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VADFX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. VADFX (6.64B). VADFX pays higher dividends than VTSAX: VADFX (1.62) vs VTSAX (1.28). VADFX was incepted earlier than VTSAX: VADFX (13 years) vs VTSAX (25 years). VADFX (0.18) is less costly to investors than VTSAX (0.04). VADFX is a more actively managed with annual turnover of: 22.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than VADFX: VTSAX (3000) vs VADFX (1000000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. VADFX (2.29). VTSAX return over 5 years is better than : 91.40 vs. VADFX (38.01).
| VADFX | VTSAX | VADFX / VTSAX | |
| Total Expense Ratio | 0.18 | 0.04 | 450% |
| Annual Report Gross Expense Ratio | 0.18 | 0.04 | 450% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 1.739 | 1.365 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 1.82T | 0% |
| Annual Yield % from dividends | 1.62 | 1.28 | 126% |
| Returns for 1 year | 2.29 | 10.07 | 23% |
| Returns for 3 years | 17.86 | 57.61 | 31% |
| Returns for 5 years | 38.01 | 91.40 | 42% |
| Returns for 10 years | 65.52 | 179.53 | 36% |
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