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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$78.08
Change+$0.57 (+0.74%)
VolumeN/A
Net Assets6.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
VADRX vs VSMPX Comparison Chart in %
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VADRX vs. VSMPX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. VADRX (6.78B). 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 : 12.13 vs. VADRX (-3.07). VSMPX return over 5 years is better than : 76.54 vs. VADRX (16.03).
| 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 | 11 years | - |
| Gain YTD | 10.158 | 16.247 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 2.05T | 0% |
| Annual Yield % from dividends | 1.00 | 1.12 | 89% |
| Returns for 1 year | -3.07 | 12.13 | -25% |
| Returns for 3 years | 11.99 | 65.53 | 18% |
| Returns for 5 years | 16.03 | 76.54 | 21% |
| Returns for 10 years | 75.15 | 215.41 | 35% |
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