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SPIAX vs VTSAX
SPIAX vs VTSAX Comparison
Open Charts SPIAX vs VTSAX
Invesco S&P 500 Index A
Price$62.34
Change-$0.83 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SPIAX vs VTSAX Comparison Chart
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SPIAX vs. VTSAX commentary
Nov 18, 2024
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 SPIAX is a Buy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. SPIAX (3.51B). VTSAX pays higher dividends than SPIAX: VTSAX (1.35) vs SPIAX (0.94). SPIAX was incepted earlier than VTSAX: SPIAX (27 years) vs VTSAX (24 years). SPIAX (2.00) and VTSAX (2.00) have comparable annual turnover. SPIAX has a lower initial minimum investment than VTSAX: SPIAX (1000) vs VTSAX (3000). SPIAX (31.32) and VTSAX (30.54) have marching annual gain over last year. SPIAX return over 5 years is better than : 92.42 vs. VTSAX (83.75).
| SPIAX | VTSAX | SPIAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 23.961 | 22.422 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 1.73T | 0% |
| Annual Yield % from dividends | 0.94 | 1.35 | 70% |
| Returns for 1 year | 31.32 | 30.54 | 103% |
| Returns for 3 years | 27.27 | 19.92 | 137% |
| Returns for 5 years | 92.42 | 83.75 | 110% |
| Returns for 10 years | 203.28 | 186.74 | 109% |
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