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SPIAX vs VTSMX
SPIAX vs VTSMX Comparison
Open Charts SPIAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
SPIAX vs VTSMX Comparison Chart
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SPIAX vs. VTSMX commentary
Apr 18, 2025
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SPIAX (3.22B). VTSMX pays higher dividends than SPIAX: VTSMX (1.25) vs SPIAX (0.81). SPIAX was incepted earlier than VTSMX: SPIAX (28 years) vs VTSMX (33 years). SPIAX (0.54) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SPIAX (1.00). SPIAX has a lower initial minimum investment than VTSMX: SPIAX (1000) vs VTSMX (3000). SPIAX annual gain was more profitable for investors over the last year : 7.36 vs. VTSMX (5.93). SPIAX return over 5 years is better than : 92.07 vs. VTSMX (84.81).
| SPIAX | VTSMX | SPIAX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.54 | 0.14 | 386% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -8.064 | -8.945 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.7T | 0% |
| Annual Yield % from dividends | 0.81 | 1.25 | 65% |
| Returns for 1 year | 7.36 | 5.93 | 124% |
| Returns for 3 years | 26.20 | 19.82 | 132% |
| Returns for 5 years | 92.07 | 84.81 | 109% |
| Returns for 10 years | 173.48 | 153.17 | 113% |
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