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VADRX vs VTSMX
VADRX vs VTSMX Comparison
Open Charts VADRX vs VTSMX
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 I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
VADRX vs VTSMX Comparison Chart in %
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VADRX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. VADRX (6.79B). VTSMX (1.02) and VADRX (1.01) 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 : 13.42 vs. VADRX (-2.28). VTSMX return over 5 years is better than : 83.98 vs. VADRX (21.99).
| 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 | 9.453 | 15.972 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 2.05T | 0% |
| Annual Yield % from dividends | 1.01 | 1.02 | 99% |
| Returns for 1 year | -2.28 | 13.42 | -17% |
| Returns for 3 years | 13.44 | 68.22 | 20% |
| Returns for 5 years | 21.99 | 83.98 | 26% |
| Returns for 10 years | 79.48 | 235.40 | 34% |
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