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SBSPX vs VTSMX
SBSPX vs VTSMX Comparison
Open Charts SBSPX vs VTSMX
Franklin S&P 500 Index A
Price$46.03
Change-$0.24 (-0.52%)
VolumeN/A
Net Assets630.16M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
SBSPX vs VTSMX Comparison Chart
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SBSPX vs. VTSMX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SBSPX (630M). VTSMX pays higher dividends than SBSPX: VTSMX (1.18) vs SBSPX (0.76). SBSPX was incepted earlier than VTSMX: SBSPX (27 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 annual gain was more profitable for investors over the last year : 12.06 vs. VTSMX (11.39). VTSMX return over 5 years is better than : 81.77 vs. SBSPX (73.49).
| SBSPX | VTSMX | SBSPX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 1.871 | 1.278 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 12.06 | 11.39 | 106% |
| Returns for 3 years | 44.48 | 42.44 | 105% |
| Returns for 5 years | 73.49 | 81.77 | 90% |
| Returns for 10 years | 135.99 | 181.22 | 75% |
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