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DSPIX vs VTSMX
DSPIX vs VTSMX Comparison
Open Charts DSPIX vs VTSMX
BNY Mellon Instl S&P 500 Stk Idx I
Price$45.87
Change-$1.05 (-2.24%)
VolumeN/A
Net Assets1.39B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
DSPIX vs VTSMX Comparison Chart
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DSPIX vs. VTSMX commentary
Apr 17, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. DSPIX (1.4B). VTSMX (1.25) and DSPIX (1.22) 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 : 5.93 vs. DSPIX (-14.37). VTSMX return over 5 years is better than : 84.81 vs. DSPIX (-7.81).
| 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 | -7.964 | -8.945 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 1.7T | 0% |
| Annual Yield % from dividends | 1.22 | 1.25 | 97% |
| Returns for 1 year | -14.37 | 5.93 | -242% |
| Returns for 3 years | -32.25 | 19.82 | -163% |
| Returns for 5 years | -7.81 | 84.81 | -9% |
| Returns for 10 years | 17.45 | 153.17 | 11% |