Interact to see
Advertisement
Advertisement
DSPIX vs VTSMX
DSPIX vs VTSMX Comparison
Open Charts DSPIX vs VTSMX
BNY Mellon Instl S&P 500 Stk Idx I
Price$54.56
Change+$0.46 (+0.85%)
VolumeN/A
Net Assets1.56B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
DSPIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DSPIX vs. VTSMX commentary
Jul 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 DSPIX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. DSPIX (1.56B). VTSMX (1.12) and DSPIX (1.09) have matching dividends . DSPIX was incepted earlier than VTSMX: DSPIX (32 years) vs VTSMX (33 years). DSPIX (0.22) is less costly to investors than VTSMX (0.14). DSPIX is a more actively managed with annual turnover of: 2.44 vs. VTSMX (2.00). DSPIX has a lower initial minimum investment than VTSMX: DSPIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. DSPIX (-9.08). VTSMX return over 5 years is better than : 95.59 vs. DSPIX (-1.59).
| DSPIX | VTSMX | DSPIX / VTSMX | |
| Total Expense Ratio | 0.21 | 0.14 | 150% |
| Annual Report Gross Expense Ratio | 0.22 | 0.14 | 157% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 7.395 | 6.421 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.82T | 0% |
| Annual Yield % from dividends | 1.09 | 1.12 | 98% |
| Returns for 1 year | -9.08 | 13.89 | -65% |
| Returns for 3 years | -9.18 | 62.08 | -15% |
| Returns for 5 years | -1.59 | 95.59 | -2% |
| Returns for 10 years | 37.88 | 198.05 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement