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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
Aug 03, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. SPFIX (338M). VTSAX pays higher dividends than SPFIX: VTSAX (1.05) vs SPFIX (0.73). 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 : 18.52 vs. SPFIX (15.93). VTSAX return over 5 years is better than : 63.13 vs. SPFIX (33.35).
| 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 | 9.877 | 9.883 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 2.3T | 0% |
| Annual Yield % from dividends | 0.73 | 1.05 | 69% |
| Returns for 1 year | 15.93 | 18.52 | 86% |
| Returns for 3 years | 35.22 | 62.18 | 57% |
| Returns for 5 years | 33.35 | 63.13 | 53% |
| Returns for 10 years | 142.22 | 246.76 | 58% |
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