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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$76.73
Change+$0.36 (+0.47%)
VolumeN/A
Net Assets6.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
VADRX vs VSMPX Comparison Chart in %
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VADRX vs. VSMPX commentary
Oct 18, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. VADRX (6.72B). VSMPX pays higher dividends than VADRX: VSMPX (1.15) vs VADRX (1.00). VADRX was incepted earlier than VSMPX: VADRX (18 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 : 13.81 vs. VADRX (-2.17). VSMPX return over 5 years is better than : 84.96 vs. VADRX (27.73).
| 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 | 18 years | 10 years | - |
| Gain YTD | 8.253 | 13.029 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 2.02T | 0% |
| Annual Yield % from dividends | 1.00 | 1.15 | 88% |
| Returns for 1 year | -2.17 | 13.81 | -16% |
| Returns for 3 years | 23.29 | 76.12 | 31% |
| Returns for 5 years | 27.73 | 84.96 | 33% |
| Returns for 10 years | 74.46 | 215.53 | 35% |
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