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SPIIX vs VTSAX
SPIIX vs VTSAX Comparison
Open Charts SPIIX vs VTSAX
SEI S&P 500 Index I (SIMT)
Price$91.68
Change-$0.05 (-0.05%)
VolumeN/A
Net Assets933.94M
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SPIIX vs VTSAX Comparison Chart
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SPIIX vs. VTSAX 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 SPIIX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SPIIX (934M). VTSAX pays higher dividends than SPIIX: VTSAX (1.36) vs SPIIX (0.73). SPIIX was incepted earlier than VTSAX: SPIIX (23 years) vs VTSAX (25 years). SPIIX (0.79) is less costly to investors than VTSAX (0.04). SPIIX is a more actively managed with annual turnover of: 3.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SPIIX: VTSAX (3000) vs SPIIX (100000). VTSAX annual gain was more profitable for investors over the last year : 7.95 vs. SPIIX (-1.63). VTSAX return over 5 years is better than : 89.19 vs. SPIIX (44.76).
| SPIIX | VTSAX | SPIIX / VTSAX | |
| Total Expense Ratio | 0.79 | 0.04 | 1,975% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -3.595 | -4.018 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 1.72T | 0% |
| Annual Yield % from dividends | 0.73 | 1.36 | 53% |
| Returns for 1 year | -1.63 | 7.95 | -20% |
| Returns for 3 years | 16.15 | 40.09 | 40% |
| Returns for 5 years | 44.76 | 89.19 | 50% |
| Returns for 10 years | 93.60 | 165.84 | 56% |
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