VADRX
Price
$75.40
Change
+$0.37 (+0.49%)
Updated
Jul 3 closing price
Net Assets
6.9B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$75.40
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
VADRX vs VSMPX Comparison Chart in %
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VS
VADRX vs. VSMPX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VADRX (6.9B). VSMPX pays higher dividends than VADRX: VSMPX (1.22) vs VADRX (1.05). 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 : 13.90 vs. VADRX (6.66). VSMPX return over 5 years is better than : 95.69 vs. VADRX (39.53).
VADRXVSMPXVADRX / VSMPX
Total Expense Ratio0.780.023,900%
Annual Report Gross Expense Ratio0.780.023,900%
Fund Existence17 years10 years-
Gain YTD6.3776.42699%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.9B1.82T0%
Annual Yield % from dividends1.051.2286%
Returns for 1 year6.6613.9048%
Returns for 3 years18.7862.1730%
Returns for 5 years39.5395.6941%
Returns for 10 years67.17189.2135%
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