Ad is loading...
SPISX vs VSMPX
SPISX vs VSMPX Comparison
Open Charts SPISX vs VSMPX
Invesco S&P 500 Index R6
Price$56.57
Change-$2.01 (-3.43%)
VolumeN/A
Net Assets3.25B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
SPISX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPISX vs. VSMPX commentary
Apr 11, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SPISX (3.25B). VSMPX pays higher dividends than SPISX: VSMPX (1.37) vs SPISX (1.10). SPISX was incepted earlier than VSMPX: SPISX (8 years) vs VSMPX (10 years). SPISX (0.19) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). 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 : -3.58 vs. VSMPX (-5.40). SPISX return over 5 years is better than : 87.83 vs. VSMPX (75.50).
| SPISX | VSMPX | SPISX / VSMPX | |
| Total Expense Ratio | 0.19 | 0.02 | 950% |
| Annual Report Gross Expense Ratio | 0.19 | 0.02 | 950% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -15.052 | -15.900 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 1.7T | 0% |
| Annual Yield % from dividends | 1.10 | 1.37 | 80% |
| Returns for 1 year | -3.58 | -5.40 | 66% |
| Returns for 3 years | 15.21 | 8.78 | 173% |
| Returns for 5 years | 87.83 | 75.50 | 116% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...