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VADRX vs VTSMX
VADRX vs VTSMX Comparison
Open Charts VADRX vs VTSMX
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 I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
VADRX vs VTSMX Comparison Chart in %
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VADRX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. VADRX (6.78B). VTSMX (1.02) and VADRX (1.00) have matching dividends . VADRX was incepted earlier than VTSMX: VADRX (18 years) vs VTSMX (34 years). VADRX (0.78) is less costly to investors than VTSMX (0.14). VADRX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VADRX has a lower initial minimum investment than VTSMX: VADRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.11 vs. VADRX (-3.07). VTSMX return over 5 years is better than : 76.45 vs. VADRX (16.03).
| VADRX | VTSMX | VADRX / VTSMX | |
| Total Expense Ratio | 0.78 | 0.14 | 557% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 10.158 | 16.213 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 2.05T | 0% |
| Annual Yield % from dividends | 1.00 | 1.02 | 98% |
| Returns for 1 year | -3.07 | 12.11 | -25% |
| Returns for 3 years | 11.99 | 65.43 | 18% |
| Returns for 5 years | 16.03 | 76.45 | 21% |
| Returns for 10 years | 75.15 | 225.03 | 33% |
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