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VADRX vs VSMPX
VADRX vs VSMPX Comparison
Open Charts VADRX vs VSMPX
Invesco Equally-Wtd S&P 500 R
Price$76.66
Change-$0.92 (-1.19%)
VolumeN/A
Net Assets6.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
VADRX vs VSMPX Comparison Chart in %
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VADRX vs. VSMPX commentary
Nov 14, 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: 2.05T vs. VADRX (6.79B). VSMPX pays higher dividends than VADRX: VSMPX (1.12) vs VADRX (1.01). 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 : 13.44 vs. VADRX (-2.28). VSMPX return over 5 years is better than : 84.08 vs. VADRX (21.99).
| 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 | 9.453 | 15.994 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 2.05T | 0% |
| Annual Yield % from dividends | 1.01 | 1.12 | 90% |
| Returns for 1 year | -2.28 | 13.44 | -17% |
| Returns for 3 years | 13.44 | 68.30 | 20% |
| Returns for 5 years | 21.99 | 84.08 | 26% |
| Returns for 10 years | 79.48 | 225.48 | 35% |
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