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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$76.51
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets6.83B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
VADRX vs VSMPX Comparison Chart in %
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VADRX vs. VSMPX commentary
Sep 08, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. VADRX (6.83B). VSMPX pays higher dividends than VADRX: VSMPX (1.17) vs VADRX (1.01). VADRX was incepted earlier than VSMPX: VADRX (17 years) vs VSMPX (10 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 : 18.28 vs. VADRX (3.03). VSMPX return over 5 years is better than : 85.39 vs. VADRX (30.59).
| VADRX | VSMPX | VADRX / VSMPX | |
| Total Expense Ratio | 0.78 | 0.02 | 3,900% |
| Annual Report Gross Expense Ratio | 0.78 | 0.02 | 3,900% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 8.042 | 10.574 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 1.95T | 0% |
| Annual Yield % from dividends | 1.01 | 1.17 | 87% |
| Returns for 1 year | 3.03 | 18.28 | 17% |
| Returns for 3 years | 17.72 | 64.03 | 28% |
| Returns for 5 years | 30.59 | 85.39 | 36% |
| Returns for 10 years | 78.07 | 215.19 | 36% |
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