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SBSPX vs VTSMX
SBSPX vs VTSMX Comparison
Open Charts SBSPX vs VTSMX
Franklin S&P 500 Index A
Price$45.30
Change-$0.04 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.07
Change-$0.17 (-0.12%)
VolumeN/A
CapitalizationN/A
SBSPX vs VTSMX Comparison Chart
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SBSPX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SBSPX (596M). VTSMX pays higher dividends than SBSPX: VTSMX (1.26) vs SBSPX (0.88). SBSPX was incepted earlier than VTSMX: SBSPX (27 years) vs VTSMX (33 years). SBSPX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). 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 : 25.52 vs. VTSMX (24.23). VTSMX return over 5 years is better than : 77.26 vs. SBSPX (69.61).
| SBSPX | VTSMX | SBSPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 23.613 | 22.236 | 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 | 1.26 | 70% |
| Returns for 1 year | 25.52 | 24.23 | 105% |
| Returns for 3 years | 28.43 | 25.25 | 113% |
| Returns for 5 years | 69.61 | 77.26 | 90% |
| Returns for 10 years | 132.69 | 181.44 | 73% |
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