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SBSPX vs VTSMX
SBSPX vs VTSMX Comparison
Open Charts SBSPX vs VTSMX
Franklin S&P 500 Index A
Price$48.29
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets660.16M
Vanguard Total Stock Mkt Idx I
Price$148.71
Change+$0.80 (+0.54%)
VolumeN/A
Net Assets1.82T
SBSPX vs VTSMX Comparison Chart in %
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SBSPX vs. VTSMX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SBSPX (660M). VTSMX pays higher dividends than SBSPX: VTSMX (1.12) vs SBSPX (0.73). 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 (13.88) and VTSMX (13.54) have marching annual gain over last year. VTSMX return over 5 years is better than : 92.98 vs. SBSPX (83.99).
| 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 | 5.945 | 5.002 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 1.82T | 0% |
| Annual Yield % from dividends | 0.73 | 1.12 | 65% |
| Returns for 1 year | 13.88 | 13.54 | 103% |
| Returns for 3 years | 61.76 | 59.92 | 103% |
| Returns for 5 years | 83.99 | 92.98 | 90% |
| Returns for 10 years | 145.42 | 193.01 | 75% |