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SPIAX vs VTSMX
SPIAX vs VTSMX Comparison
Open Charts SPIAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SPIAX vs VTSMX Comparison Chart
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SPIAX vs. VTSMX commentary
May 12, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SPIAX (3.39B). VTSMX pays higher dividends than SPIAX: VTSMX (1.26) 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 : 9.07 vs. VTSMX (7.95). SPIAX return over 5 years is better than : 97.47 vs. VTSMX (89.18).
| 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 | -3.571 | -4.022 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 1.72T | 0% |
| Annual Yield % from dividends | 0.81 | 1.26 | 65% |
| Returns for 1 year | 9.07 | 7.95 | 114% |
| Returns for 3 years | 45.27 | 40.07 | 113% |
| Returns for 5 years | 97.47 | 89.18 | 109% |
| Returns for 10 years | 184.06 | 165.24 | 111% |