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$50.71
Change-$0.83 (-1.61%)
VolumeN/A
Net Assets1.51B
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
DSPIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DSPIX vs. VTSMX commentary
May 22, 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: 1.72T vs. DSPIX (1.51B). VTSMX (1.26) and DSPIX (1.23) 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 : 11.08 vs. DSPIX (-10.52). VTSMX return over 5 years is better than : 96.32 vs. DSPIX (-1.37).
| 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 | 1.450 | 0.767 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.72T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | -10.52 | 11.08 | -95% |
| Returns for 3 years | -15.74 | 49.86 | -32% |
| Returns for 5 years | -1.37 | 96.32 | -1% |
| Returns for 10 years | 27.03 | 174.58 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement