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SBSPX vs VITSX
SBSPX vs VITSX Comparison
Open Charts SBSPX vs VITSX
Franklin S&P 500 Index A
Price$43.85
Change+$0.25 (+0.57%)
VolumeN/A
Net Assets592.77M
Vanguard Total Stock Market Idx I
Price$135.42
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
SBSPX vs VITSX Comparison Chart
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SBSPX vs. VITSX 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. SBSPX (593M). VITSX pays higher dividends than SBSPX: VITSX (1.37) vs SBSPX (0.81). SBSPX was incepted earlier than VITSX: SBSPX (27 years) vs VITSX (28 years). SBSPX (0.58) is less costly to investors than VITSX (0.03). VITSX is a more actively managed with annual turnover of: 2.00 vs. SBSPX (1.00). SBSPX has a lower initial minimum investment than VITSX: SBSPX (0) vs VITSX (5000000). SBSPX annual gain was more profitable for investors over the last year : 8.63 vs. VITSX (7.85). VITSX return over 5 years is better than : 87.94 vs. SBSPX (77.73).
| SBSPX | VITSX | SBSPX / VITSX | |
| Total Expense Ratio | 0.54 | 0.03 | 1,800% |
| Annual Report Gross Expense Ratio | 0.58 | 0.03 | 1,933% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -4.425 | -4.656 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 1.72T | 0% |
| Annual Yield % from dividends | 0.81 | 1.37 | 59% |
| Returns for 1 year | 8.63 | 7.85 | 110% |
| Returns for 3 years | 35.59 | 39.39 | 90% |
| Returns for 5 years | 77.73 | 87.94 | 88% |
| Returns for 10 years | 117.89 | 163.32 | 72% |
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