VADRX
Price
$75.57
Change
-$0.20 (-0.26%)
Updated
Aug 15 closing price
Net Assets
6.78B
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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VADRX vs VSMPX

Header iconVADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPXBanner chart's image
Invesco Equally-Wtd S&P 500 R
Price$75.57
Change-$0.20 (-0.26%)
VolumeN/A
Net Assets6.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
VADRX vs VSMPX Comparison Chart in %
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VS
VADRX vs. VSMPX commentary
Aug 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. VADRX (6.78B). VSMPX pays higher dividends than VADRX: VSMPX (1.20) vs VADRX (1.04). 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 : 16.22 vs. VADRX (2.82). VSMPX return over 5 years is better than : 85.90 vs. VADRX (28.98).
VADRXVSMPXVADRX / VSMPX
Total Expense Ratio0.780.023,900%
Annual Report Gross Expense Ratio0.780.023,900%
Fund Existence17 years10 years-
Gain YTD6.6179.28471%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.78B1.91T0%
Annual Yield % from dividends1.041.2087%
Returns for 1 year2.8216.2217%
Returns for 3 years6.2146.8613%
Returns for 5 years28.9885.9034%
Returns for 10 years65.75193.5634%
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