Ad is loading...
SPISX vs VITSX
SPISX vs VITSX Comparison
Open Charts SPISX vs VITSX
Invesco S&P 500 Index R6
Price$54.49
Change-$3.45 (-5.95%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Market Idx I
Price$120.96
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
SPISX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPISX vs. VITSX 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 SPISX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. SPISX (3.38B). VITSX pays higher dividends than SPISX: VITSX (1.36) vs SPISX (1.10). SPISX was incepted earlier than VITSX: SPISX (8 years) vs VITSX (28 years). SPISX (0.19) is less costly to investors than VITSX (0.03). VITSX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). SPISX has a lower initial minimum investment than VITSX: SPISX (1000000) vs VITSX (5000000). SPISX annual gain was more profitable for investors over the last year : -0.59 vs. VITSX (-2.29). SPISX return over 5 years is better than : 114.54 vs. VITSX (102.15).
| SPISX | VITSX | SPISX / VITSX | |
| Total Expense Ratio | 0.19 | 0.03 | 633% |
| Annual Report Gross Expense Ratio | 0.19 | 0.03 | 633% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -13.480 | -14.216 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.81T | 0% |
| Annual Yield % from dividends | 1.10 | 1.36 | 80% |
| Returns for 1 year | -0.59 | -2.29 | 26% |
| Returns for 3 years | 16.39 | 9.71 | 169% |
| Returns for 5 years | 114.54 | 102.15 | 112% |
| Returns for 10 years | N/A | 139.49 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CDWAX | 10.45 | -0.55 | -5.00% |
| American Funds Dvlpg Wld Gr&Inc 529A | |||
| TQSMX | 19.36 | -1.04 | -5.10% |
| T. Rowe Price Integrated US SMCC Eq | |||
| SCNUX | 9.91 | -0.58 | -5.53% |
| Invesco Income Advantage U.S. Fund Inv | |||
| PEUCX | 34.21 | -2.01 | -5.55% |
| Principal Equity Income C | |||
| SLGCX | 4.21 | -0.27 | -6.03% |
| Saratoga Large Capitalization Growth C | |||