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SPIIX vs VTSMX
SPIIX vs VTSMX Comparison
Open Charts SPIIX vs VTSMX
SEI S&P 500 Index I (SIMT)
Price$82.17
Change-$5.21 (-5.96%)
VolumeN/A
Net Assets839.42M
Vanguard Total Stock Mkt Idx I
Price$120.93
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
SPIIX vs VTSMX Comparison Chart
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SPIIX vs. VTSMX commentary
Apr 07, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SPIIX (839M). VTSMX pays higher dividends than SPIIX: VTSMX (1.25) vs SPIIX (0.75). SPIIX was incepted earlier than VTSMX: SPIIX (23 years) vs VTSMX (33 years). SPIIX (0.79) is less costly to investors than VTSMX (0.14). SPIIX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SPIIX: VTSMX (3000) vs SPIIX (100000). VTSMX annual gain was more profitable for investors over the last year : -2.29 vs. SPIIX (-10.65). VTSMX return over 5 years is better than : 102.14 vs. SPIIX (52.97).
| SPIIX | VTSMX | SPIIX / VTSMX | |
| Total Expense Ratio | 0.79 | 0.14 | 564% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -13.595 | -14.209 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 1.81T | 0% |
| Annual Yield % from dividends | 0.75 | 1.25 | 60% |
| Returns for 1 year | -10.65 | -2.29 | 465% |
| Returns for 3 years | -7.91 | 9.69 | -82% |
| Returns for 5 years | 52.97 | 102.14 | 52% |
| Returns for 10 years | 75.66 | 139.03 | 54% |
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