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VADRX vs VTSMX
VADRX vs VTSMX Comparison
Open Charts VADRX vs VTSMX
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 I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
VADRX vs VTSMX Comparison Chart in %
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VADRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VADRX (6.78B). VTSMX (1.09) and VADRX (1.04) have matching dividends . VADRX was incepted earlier than VTSMX: VADRX (17 years) vs VTSMX (33 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 : 16.21 vs. VADRX (2.82). VTSMX return over 5 years is better than : 85.82 vs. VADRX (28.98).
| VADRX | VTSMX | VADRX / VTSMX | |
| Total Expense Ratio | 0.78 | 0.14 | 557% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 6.617 | 9.266 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 1.91T | 0% |
| Annual Yield % from dividends | 1.04 | 1.09 | 95% |
| Returns for 1 year | 2.82 | 16.21 | 17% |
| Returns for 3 years | 6.21 | 46.80 | 13% |
| Returns for 5 years | 28.98 | 85.82 | 34% |
| Returns for 10 years | 65.75 | 202.54 | 32% |
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