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SPGRX vs VFINX
SPGRX vs VFINX Comparison
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SPGRX vs VFINX Comparison Chart in %
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SPGRX vs. VFINX commentary
Jul 05, 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 SPGRX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. SPGRX (102M). VFINX pays higher dividends than SPGRX: VFINX (0.97) vs SPGRX (0.81). SPGRX was incepted earlier than VFINX: SPGRX (30 years) vs VFINX (50 years). SPGRX (0.77) is less costly to investors than VFINX (0.14). SPGRX is a more actively managed with annual turnover of: 27.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SPGRX: VFINX (0) vs SPGRX (2500). SPGRX annual gain was more profitable for investors over the last year : 24.06 vs. VFINX (20.22). VFINX return over 5 years is better than : 72.14 vs. SPGRX (31.56).
| SPGRX | VFINX | SPGRX / VFINX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 30 years | 50 years | - |
| Gain YTD | 10.932 | 9.315 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 1.7T | 0% |
| Annual Yield % from dividends | 0.81 | 0.97 | 84% |
| Returns for 1 year | 24.06 | 20.22 | 119% |
| Returns for 3 years | 73.85 | 68.23 | 108% |
| Returns for 5 years | 31.56 | 72.14 | 44% |
| Returns for 10 years | 112.36 | 256.53 | 44% |
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