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SPISX vs VSMPX
SPISX vs VSMPX Comparison
Open Charts SPISX vs VSMPX
Invesco S&P 500 Index R6
Price$64.48
Change-$1.12 (-1.71%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
SPISX vs VSMPX Comparison Chart
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SPISX vs. VSMPX commentary
Feb 23, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. SPISX (3.63B). VSMPX pays higher dividends than SPISX: VSMPX (1.36) vs SPISX (1.19). SPISX was incepted earlier than VSMPX: SPISX (8 years) vs VSMPX (10 years). SPISX (2.00) and VSMPX (2.00) have comparable annual turnover. SPISX has a lower initial minimum investment than VSMPX: SPISX (1000000) vs VSMPX (100000000). SPISX annual gain was more profitable for investors over the last year : 21.28 vs. VSMPX (19.85). SPISX return over 5 years is better than : 93.10 vs. VSMPX (78.20).
| SPISX | VSMPX | SPISX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.160 | 4.071 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 1.84T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 87% |
| Returns for 1 year | 21.28 | 19.85 | 107% |
| Returns for 3 years | 47.55 | 39.42 | 121% |
| Returns for 5 years | 93.10 | 78.20 | 119% |
| Returns for 10 years | N/A | N/A | - |
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