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SAMKX vs VTSMX
SAMKX vs VTSMX Comparison
Open Charts SAMKX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
SAMKX vs VTSMX Comparison Chart
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SAMKX vs. VTSMX commentary
May 09, 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 SAMKX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SAMKX (627M). VTSMX pays higher dividends than SAMKX: VTSMX (1.26) vs SAMKX (0.73). SAMKX was incepted earlier than VTSMX: SAMKX (26 years) vs VTSMX (33 years). SAMKX (0.70) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SAMKX (1.00). VTSMX has a lower initial minimum investment than SAMKX: VTSMX (3000) vs SAMKX (100000). VTSMX (7.85) and SAMKX (7.79) have marching annual gain over last year. VTSMX return over 5 years is better than : 87.92 vs. SAMKX (62.82).
| SAMKX | VTSMX | SAMKX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -4.271 | -4.660 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 1.72T | 0% |
| Annual Yield % from dividends | 0.73 | 1.26 | 58% |
| Returns for 1 year | 7.79 | 7.85 | 99% |
| Returns for 3 years | 37.26 | 39.37 | 95% |
| Returns for 5 years | 62.82 | 87.92 | 71% |
| Returns for 10 years | 87.67 | 162.78 | 54% |
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