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SPIDX vs VTSMX
SPIDX vs VTSMX Comparison
Open Charts SPIDX vs VTSMX
Invesco S&P 500 Index Y
Price$61.56
Change-$0.12 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SPIDX vs VTSMX Comparison Chart
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SPIDX vs. VTSMX commentary
Sep 21, 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 SPIDX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SPIDX (3.38B). VTSMX pays higher dividends than SPIDX: VTSMX (1.26) vs SPIDX (1.11). SPIDX was incepted earlier than VTSMX: SPIDX (27 years) vs VTSMX (32 years). SPIDX (2.00) and VTSMX (2.00) have comparable annual turnover. SPIDX has a lower initial minimum investment than VTSMX: SPIDX (1000) vs VTSMX (3000). SPIDX annual gain was more profitable for investors over the last year : 33.23 vs. VTSMX (31.53). SPIDX return over 5 years is better than : 97.22 vs. VTSMX (85.64).
| SPIDX | VTSMX | SPIDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 20.517 | 18.617 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.72T | 0% |
| Annual Yield % from dividends | 1.11 | 1.26 | 88% |
| Returns for 1 year | 33.23 | 31.53 | 105% |
| Returns for 3 years | 34.50 | 25.35 | 136% |
| Returns for 5 years | 97.22 | 85.64 | 114% |
| Returns for 10 years | 211.04 | 187.59 | 112% |
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