SPFIX
Price
$91.44
Change
-$0.34 (-0.37%)
Updated
Jun 22 closing price
Net Assets
339.6M
VTSMX
Price
$179.47
Change
-$0.62 (-0.34%)
Updated
Jun 22 closing price
Net Assets
2.31T
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SPFIX vs VTSMX

SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. SPFIX (340M). VTSMX pays higher dividends than SPFIX: VTSMX (0.93) vs SPFIX (0.72). 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 : 26.19 vs. SPFIX (22.76). VTSMX return over 5 years is better than : 68.72 vs. SPFIX (37.75).
SPFIXVTSMXSPFIX / VTSMX
Total Expense Ratio0.420.06700%
Annual Report Gross Expense Ratio0.420.06700%
Fund Existence34 years34 years-
Gain YTD9.49510.39191%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets340M2.31T0%
Annual Yield % from dividends0.720.9377%
Returns for 1 year22.7626.1987%
Returns for 3 years41.9372.5758%
Returns for 5 years37.7568.7255%
Returns for 10 years155.86268.8958%
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