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SBSPX vs VSMPX
SBSPX vs VSMPX Comparison
Open Charts SBSPX vs VSMPX
Franklin S&P 500 Index A
Price$41.52
Change+$0.74 (+1.81%)
VolumeN/A
Net Assets549.85M
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
SBSPX vs VSMPX Comparison Chart
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SBSPX vs. VSMPX commentary
Apr 12, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SBSPX (550M). VSMPX pays higher dividends than SBSPX: VSMPX (1.37) vs SBSPX (0.81). SBSPX was incepted earlier than VSMPX: SBSPX (27 years) vs VSMPX (10 years). SBSPX (0.58) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SBSPX (1.00). SBSPX has a lower initial minimum investment than VSMPX: SBSPX (0) vs VSMPX (100000000). SBSPX annual gain was more profitable for investors over the last year : 1.85 vs. VSMPX (0.32). VSMPX return over 5 years is better than : 85.42 vs. SBSPX (75.47).
| SBSPX | VSMPX | SBSPX / VSMPX | |
| Total Expense Ratio | 0.54 | 0.02 | 2,700% |
| Annual Report Gross Expense Ratio | 0.58 | 0.02 | 2,900% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | -10.216 | -11.144 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 1.7T | 0% |
| Annual Yield % from dividends | 0.81 | 1.37 | 59% |
| Returns for 1 year | 1.85 | 0.32 | 582% |
| Returns for 3 years | 19.67 | 17.06 | 115% |
| Returns for 5 years | 75.47 | 85.42 | 88% |
| Returns for 10 years | 106.81 | N/A | - |
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