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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
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SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX commentary
Jul 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. SPFIX (343M). VTSMX pays higher dividends than SPFIX: VTSMX (0.99) vs SPFIX (0.73). SPFIX was incepted earlier than VTSMX: SPFIX (34 years) vs VTSMX (34 years). SPFIX (0.42) is less costly to investors than VTSMX (0.06). SPFIX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than SPFIX: VTSMX (0) vs SPFIX (1000). VTSMX annual gain was more profitable for investors over the last year : 21.46 vs. SPFIX (17.78). VTSMX return over 5 years is better than : 66.43 vs. SPFIX (34.38).
| SPFIX | VTSMX | SPFIX / VTSMX | |
| Total Expense Ratio | 0.42 | 0.06 | 700% |
| Annual Report Gross Expense Ratio | 0.42 | 0.06 | 700% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 10.225 | 11.201 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 2.3T | 0% |
| Annual Yield % from dividends | 0.73 | 0.99 | 73% |
| Returns for 1 year | 17.78 | 21.46 | 83% |
| Returns for 3 years | 37.83 | 66.96 | 56% |
| Returns for 5 years | 34.38 | 66.43 | 52% |
| Returns for 10 years | 142.47 | 249.71 | 57% |
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