SPFIX
Price
$93.73
Change
+$0.80 (+0.86%)
Updated
Sep 11 closing price
Net Assets
342.07M
VSMPX
Price
$343.69
Change
+$2.88 (+0.85%)
Updated
Sep 11 closing price
Net Assets
2.34T
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SPFIX vs VSMPX

SPFIX vs VSMPX Comparison Chart in %
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SPFIX vs. VSMPX commentary
Sep 13, 2026

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 SPFIX is a StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.34T vs. SPFIX (342M). VSMPX pays higher dividends than SPFIX: VSMPX (1.04) vs SPFIX (0.71). SPFIX was incepted earlier than VSMPX: SPFIX (34 years) vs VSMPX (11 years). SPFIX (0.42) is less costly to investors than VSMPX (0.02). SPFIX is a more actively managed with annual turnover of: 10.00 vs. VSMPX (3.00). SPFIX has a lower initial minimum investment than VSMPX: SPFIX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.99 vs. SPFIX (13.99). VSMPX return over 5 years is better than : 62.99 vs. SPFIX (34.40).
SPFIXVSMPXSPFIX / VSMPX
Total Expense Ratio0.420.022,100%
Annual Report Gross Expense Ratio0.420.022,100%
Fund Existence34 years11 years-
Gain YTD12.45711.350110%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets342M2.34T0%
Annual Yield % from dividends0.711.0468%
Returns for 1 year13.9914.9993%
Returns for 3 years41.7168.8561%
Returns for 5 years34.4062.9955%
Returns for 10 years150.74244.9362%
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