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SPIIX vs VTSMX
SPIIX vs VTSMX Comparison
Open Charts SPIIX vs VTSMX
SEI S&P 500 Index I (SIMT)
Price$104.52
Change-$0.28 (-0.27%)
VolumeN/A
Net Assets1.06B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SPIIX vs VTSMX Comparison Chart in %
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SPIIX vs. VTSMX commentary
Aug 17, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPIIX (1.06B). VTSMX pays higher dividends than SPIIX: VTSMX (1.09) vs SPIIX (0.62). 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 : 16.52 vs. SPIIX (5.71). VTSMX return over 5 years is better than : 86.32 vs. SPIIX (43.45).
| 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 | 10.373 | 9.557 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.91T | 0% |
| Annual Yield % from dividends | 0.62 | 1.09 | 57% |
| Returns for 1 year | 5.71 | 16.52 | 35% |
| Returns for 3 years | 23.21 | 47.19 | 49% |
| Returns for 5 years | 43.45 | 86.32 | 50% |
| Returns for 10 years | 120.81 | 203.34 | 59% |
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