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SBSPX vs VFIAX
SBSPX vs VFIAX Comparison
Open Charts SBSPX vs VFIAX
Franklin S&P 500 Index A
Price$43.85
Change+$0.25 (+0.57%)
VolumeN/A
Net Assets592.77M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
SBSPX vs VFIAX Comparison Chart
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SBSPX vs. VFIAX 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 SBSPX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. SBSPX (593M). VFIAX pays higher dividends than SBSPX: VFIAX (1.36) vs SBSPX (0.81). SBSPX was incepted earlier than VFIAX: SBSPX (27 years) vs VFIAX (25 years). SBSPX (0.58) is less costly to investors than VFIAX (0.04). VFIAX is a more actively managed with annual turnover of: 2.00 vs. SBSPX (1.00). SBSPX has a lower initial minimum investment than VFIAX: SBSPX (0) vs VFIAX (3000). SBSPX (8.63) and VFIAX (8.60) have marching annual gain over last year. VFIAX return over 5 years is better than : 92.14 vs. SBSPX (77.73).
| SBSPX | VFIAX | SBSPX / VFIAX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.58 | 0.04 | 1,450% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -4.425 | -4.178 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 1.34T | 0% |
| Annual Yield % from dividends | 0.81 | 1.36 | 60% |
| Returns for 1 year | 8.63 | 8.60 | 100% |
| Returns for 3 years | 35.59 | 41.15 | 87% |
| Returns for 5 years | 77.73 | 92.14 | 84% |
| Returns for 10 years | 117.89 | 167.68 | 70% |
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