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SPIDX vs VTSMX
SPIDX vs VTSMX Comparison
Open Charts SPIDX vs VTSMX
Invesco S&P 500 Index Y
Price$62.78
Change-$1.90 (-2.94%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SPIDX vs VTSMX Comparison Chart
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SPIDX vs. VTSMX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SPIDX (3.63B). VTSMX pays higher dividends than SPIDX: VTSMX (1.26) vs SPIDX (1.11). SPIDX was incepted earlier than VTSMX: SPIDX (27 years) vs VTSMX (33 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 : 28.65 vs. VTSMX (26.90). SPIDX return over 5 years is better than : 95.66 vs. VTSMX (84.16).
| SPIDX | VTSMX | SPIDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 27.821 | 26.352 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 1.84T | 0% |
| Annual Yield % from dividends | 1.11 | 1.26 | 88% |
| Returns for 1 year | 28.65 | 26.90 | 107% |
| Returns for 3 years | 35.61 | 27.88 | 128% |
| Returns for 5 years | 95.66 | 84.16 | 114% |
| Returns for 10 years | 214.77 | 192.04 | 112% |