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SPFFX vs VTSMX
SPFFX vs VTSMX Comparison
Open Charts SPFFX vs VTSMX
Sphere 500 Climate Fund
Price$29.62
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets39.64M
Vanguard Total Stock Mkt Idx I
Price$150.47
Change+$0.90 (+0.60%)
VolumeN/A
Net Assets1.91T
SPFFX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPFFX (39.6M). VTSMX pays higher dividends than SPFFX: VTSMX (1.12) vs SPFFX (0.56). SPFFX was incepted earlier than VTSMX: SPFFX (4 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than SPFFX (0.07). SPFFX is a more actively managed with annual turnover of: 16.00 vs. VTSMX (2.00). SPFFX has a lower initial minimum investment than VTSMX: SPFFX (0) vs VTSMX (3000). SPFFX annual gain was more profitable for investors over the last year : 14.65 vs. VTSMX (11.80).
| SPFFX | VTSMX | SPFFX / VTSMX | |
| Total Expense Ratio | 0.07 | 0.14 | 50% |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 7.518 | 6.123 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6M | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.12 | 50% |
| Returns for 1 year | 14.65 | 11.80 | 124% |
| Returns for 3 years | 69.13 | 61.21 | 113% |
| Returns for 5 years | N/A | 89.10 | - |
| Returns for 10 years | N/A | 189.88 | - |