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SBSPX vs VTSMX
SBSPX vs VTSMX Comparison
Open Charts SBSPX vs VTSMX
Franklin S&P 500 Index A
Price$50.47
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets694.1M
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SBSPX vs VTSMX Comparison Chart in %
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SBSPX vs. VTSMX commentary
Aug 29, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SBSPX (694M). VTSMX pays higher dividends than SBSPX: VTSMX (1.09) vs SBSPX (0.71). SBSPX was incepted earlier than VTSMX: SBSPX (28 years) vs VTSMX (33 years). SBSPX (0.58) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SBSPX (1.00). SBSPX has a lower initial minimum investment than VTSMX: SBSPX (0) vs VTSMX (3000). SBSPX (16.44) and VTSMX (15.91) have marching annual gain over last year. VTSMX return over 5 years is better than : 80.22 vs. SBSPX (71.34).
| SBSPX | VTSMX | SBSPX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 10.766 | 10.125 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 1.91T | 0% |
| Annual Yield % from dividends | 0.71 | 1.09 | 65% |
| Returns for 1 year | 16.44 | 15.91 | 103% |
| Returns for 3 years | 60.26 | 58.13 | 104% |
| Returns for 5 years | 71.34 | 80.22 | 89% |
| Returns for 10 years | 169.62 | 223.55 | 76% |
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