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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
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SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Jun 24, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. SPFIX (338M). VTSAX pays higher dividends than SPFIX: VTSAX (1.00) vs SPFIX (0.72). SPFIX was incepted earlier than VTSAX: SPFIX (34 years) vs VTSAX (26 years). SPFIX (0.42) is less costly to investors than VTSAX (0.04). SPFIX is a more actively managed with annual turnover of: 10.00 vs. VTSAX (3.00). SPFIX has a lower initial minimum investment than VTSAX: SPFIX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 26.18 vs. SPFIX (22.76). VTSAX return over 5 years is better than : 68.77 vs. SPFIX (37.75).
| SPFIX | VTSAX | SPFIX / VTSAX | |
| Total Expense Ratio | 0.42 | 0.04 | 1,050% |
| Annual Report Gross Expense Ratio | 0.42 | 0.04 | 1,050% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 9.495 | 10.396 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 2.31T | 0% |
| Annual Yield % from dividends | 0.72 | 1.00 | 72% |
| Returns for 1 year | 22.76 | 26.18 | 87% |
| Returns for 3 years | 41.93 | 72.62 | 58% |
| Returns for 5 years | 37.75 | 68.77 | 55% |
| Returns for 10 years | 155.86 | 269.62 | 58% |