SPIDX
Price
$64.25
Change
-$0.02 (-0.03%)
Updated
Jun 18 closing price
Net Assets
3.59B
VTSMX
Price
$143.12
Change
+$0.06 (+0.04%)
Updated
Jun 18 closing price
Net Assets
1.82T
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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$64.25
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx I
Price$143.12
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.82T
SPIDX vs VTSMX Comparison Chart in %
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SPIDX vs. VTSMX commentary
Jun 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 StrongBuy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPIDX (3.59B). VTSMX pays higher dividends than SPIDX: VTSMX (1.18) vs SPIDX (0.96). SPIDX was incepted earlier than VTSMX: SPIDX (28 years) vs VTSMX (33 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 (9.78) and VTSMX (9.32) have marching annual gain over last year. SPIDX return over 5 years is better than : 99.44 vs. VTSMX (87.88).
SPIDXVTSMXSPIDX / VTSMX
Total Expense Ratio0.290.14207%
Annual Report Gross Expense Ratio0.290.14207%
Fund Existence28 years33 years-
Gain YTD2.1631.533141%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.961.1881%
Returns for 1 year9.789.32105%
Returns for 3 years68.3160.46113%
Returns for 5 years99.4487.88113%
Returns for 10 years204.15177.45115%
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