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SBSPX vs VTSMX
SBSPX vs VTSMX Comparison
Open Charts SBSPX vs VTSMX
Franklin S&P 500 Index A
Price$49.22
Change+$0.35 (+0.72%)
VolumeN/A
Net Assets675.78M
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
SBSPX vs VTSMX Comparison Chart in %
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SBSPX vs. VTSMX commentary
Aug 07, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SBSPX (676M). 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 (20.82) and VTSMX (20.02) have marching annual gain over last year. VTSMX return over 5 years is better than : 82.72 vs. SBSPX (74.37).
| 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 | 7.596 | 6.754 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 1.91T | 0% |
| Annual Yield % from dividends | 0.71 | 1.09 | 65% |
| Returns for 1 year | 20.82 | 20.02 | 104% |
| Returns for 3 years | 51.50 | 49.22 | 105% |
| Returns for 5 years | 74.37 | 82.72 | 90% |
| Returns for 10 years | 149.01 | 198.64 | 75% |
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