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SPISX vs VSMPX
SPISX vs VSMPX Comparison
Open Charts SPISX vs VSMPX
Invesco S&P 500 Index R6
Price$64.82
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
SPISX vs VSMPX Comparison Chart
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SPISX vs. VSMPX commentary
Nov 14, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SPISX (3.58B). 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 (37.30) and VSMPX (36.48) have marching annual gain over last year. SPISX return over 5 years is better than : 103.17 vs. VSMPX (89.05).
| 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 | 26.711 | 24.987 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 1.73T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 87% |
| Returns for 1 year | 37.30 | 36.48 | 102% |
| Returns for 3 years | 31.58 | 22.93 | 138% |
| Returns for 5 years | 103.17 | 89.05 | 116% |
| Returns for 10 years | N/A | N/A | - |
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