Ad is loading...
SBSPX vs VTSAX
SBSPX vs VTSAX Comparison
Open Charts SBSPX vs VTSAX
Franklin S&P 500 Index A
Price$44.42
Change-$0.09 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SBSPX vs VTSAX Comparison Chart
Loading...
SBSPX vs. VTSAX commentary
Sep 21, 2024
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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SBSPX (561M). VTSAX pays higher dividends than SBSPX: VTSAX (1.35) vs SBSPX (0.88). SBSPX was incepted earlier than VTSAX: SBSPX (27 years) vs VTSAX (24 years). SBSPX is a more actively managed with annual turnover of: 3.00 vs. VTSAX (2.00). SBSPX has a lower initial minimum investment than VTSAX: SBSPX (0) vs VTSAX (3000). SBSPX annual gain was more profitable for investors over the last year : 27.60 vs. VTSAX (25.89). VTSAX return over 5 years is better than : 82.99 vs. SBSPX (68.69).
| SBSPX | VTSAX | SBSPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 18.554 | 16.921 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 1.72T | 0% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | 27.60 | 25.89 | 107% |
| Returns for 3 years | 21.61 | 21.34 | 101% |
| Returns for 5 years | 68.69 | 82.99 | 83% |
| Returns for 10 years | 128.74 | 179.72 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...