INDEX
Price
$70.04
Change
+$0.04 (+0.06%)
Updated
Jul 24 closing price
Net Assets
168.88M
VSMPX
Price
$333.15
Change
+$0.08 (+0.02%)
Updated
Jul 24 closing price
Net Assets
2.3T
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INDEX vs VSMPX

INDEX vs VSMPX Comparison Chart in %
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VS
INDEX vs. VSMPX commentary
Jul 26, 2026

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 INDEX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. INDEX (169M). VSMPX pays higher dividends than INDEX: VSMPX (1.06) vs INDEX (0.75). INDEX was incepted earlier than VSMPX: INDEX (11 years) vs VSMPX (11 years). INDEX (0.63) is less costly to investors than VSMPX (0.02). INDEX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (3.00). INDEX has a lower initial minimum investment than VSMPX: INDEX (1000) vs VSMPX (100000000). INDEX (17.55) and VSMPX (16.91) have marching annual gain over last year. INDEX (62.38) and VSMPX (61.11) have equivalent 5 years return.
INDEXVSMPXINDEX / VSMPX
Total Expense Ratio0.250.021,250%
Annual Report Gross Expense Ratio0.630.023,150%
Fund Existence11 years11 years-
Gain YTD8.8088.821100%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets169M2.3T0%
Annual Yield % from dividends0.751.0671%
Returns for 1 year17.5516.91104%
Returns for 3 years58.8261.2496%
Returns for 5 years62.3861.11102%
Returns for 10 years210.61230.4891%
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