SPIDX
Price
$71.62
Change
+$0.27 (+0.38%)
Updated
Nov 19 closing price
Net Assets
4.05B
VTSMX
Price
$158.28
Change
+$0.53 (+0.34%)
Updated
Nov 19 closing price
Net Assets
2.05T
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SPIDX vs VTSMX

Header iconSPIDX vs VTSMX Comparison
Open Charts SPIDX vs VTSMXBanner chart's image
Invesco S&P 500 Index Y
Price$71.62
Change+$0.27 (+0.38%)
VolumeN/A
Net Assets4.05B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
SPIDX vs VTSMX Comparison Chart in %
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VS
SPIDX vs. VTSMX commentary
Nov 20, 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 SPIDX is a Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SPIDX (4.05B). VTSMX pays higher dividends than SPIDX: VTSMX (1.02) vs SPIDX (0.83). SPIDX was incepted earlier than VTSMX: SPIDX (28 years) vs VTSMX (34 years). SPIDX (0.29) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SPIDX (1.00). 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 : 13.02 vs. VTSMX (10.79). SPIDX return over 5 years is better than : 92.39 vs. VTSMX (77.62).
SPIDXVTSMXSPIDX / VTSMX
Total Expense Ratio0.290.14207%
Annual Report Gross Expense Ratio0.290.14207%
Fund Existence28 years34 years-
Gain YTD13.88111.948116%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets4.05B2.05T0%
Annual Yield % from dividends0.831.0281%
Returns for 1 year13.0210.79121%
Returns for 3 years72.8563.83114%
Returns for 5 years92.3977.62119%
Returns for 10 years239.78213.77112%
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