VADRX
Price
$79.39
Change
+$0.66 (+0.84%)
Updated
Dec 11 closing price
Net Assets
6.88B
VSMPX
Price
$310.33
Change
+$0.93 (+0.30%)
Updated
Dec 11 closing price
Net Assets
2.06T
Interact to see
Advertisement

VADRX vs VSMPX

Header iconVADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPXBanner chart's image
Invesco Equally-Wtd S&P 500 R
Price$79.39
Change+$0.66 (+0.84%)
VolumeN/A
Net Assets6.88B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
VADRX vs VSMPX Comparison Chart in %
View a ticker or compare two or three
VS
VADRX vs. VSMPX commentary
Dec 13, 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 VADRX is a StrongBuy and VSMPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. VADRX (6.88B). VSMPX pays higher dividends than VADRX: VSMPX (1.12) vs VADRX (1.00). VADRX was incepted earlier than VSMPX: VADRX (18 years) vs VSMPX (11 years). VADRX (0.78) is less costly to investors than VSMPX (0.02). VADRX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). VADRX has a lower initial minimum investment than VSMPX: VADRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. VADRX (0.11). VSMPX return over 5 years is better than : 79.39 vs. VADRX (26.33).
VADRXVSMPXVADRX / VSMPX
Total Expense Ratio0.780.023,900%
Annual Report Gross Expense Ratio0.780.023,900%
Fund Existence18 years11 years-
Gain YTD12.00617.37169%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.88B2.06T0%
Annual Yield % from dividends1.001.1289%
Returns for 1 year0.1112.701%
Returns for 3 years16.0970.8623%
Returns for 5 years26.3379.3933%
Returns for 10 years90.16230.3939%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GMSMX21.860.25
+1.18%
GuideMark® Small/Mid Cap Core Service
VDSYX27.180.16
+0.59%
Victory Diversified Stock Y
NIQVX15.290.08
+0.53%
Neuberger Berman International Eq Inv
VGHCX208.090.98
+0.47%
Vanguard Health Care Inv
PSCZX25.68-1.47
-5.41%
PGIM Jennison Small Company Z