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SBSPX vs VTSAX
SBSPX vs VTSAX Comparison
Open Charts SBSPX vs VTSAX
Franklin S&P 500 Index A
Price$45.30
Change-$0.04 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.12
Change-$0.17 (-0.12%)
VolumeN/A
CapitalizationN/A
SBSPX vs VTSAX Comparison Chart
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SBSPX vs. VTSAX commentary
Dec 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SBSPX (596M). 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 : 25.52 vs. VTSAX (24.27). VTSAX return over 5 years is better than : 77.28 vs. SBSPX (69.61).
| 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 | 23.613 | 22.275 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 1.84T | 0% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | 25.52 | 24.27 | 105% |
| Returns for 3 years | 28.43 | 25.26 | 113% |
| Returns for 5 years | 69.61 | 77.28 | 90% |
| Returns for 10 years | 132.69 | 182.09 | 73% |
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