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SPISX vs VSTSX
SPISX vs VSTSX Comparison
Open Charts SPISX vs VSTSX
Invesco S&P 500 Index R6
Price$54.49
Change-$3.45 (-5.95%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Instl Sel
Price$238.16
Change-$14.85 (-5.87%)
VolumeN/A
Net Assets1.81T
SPISX vs VSTSX Comparison Chart
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SPISX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SPISX (3.38B). VSTSX pays higher dividends than SPISX: VSTSX (1.37) vs SPISX (1.10). SPISX was incepted earlier than VSTSX: SPISX (8 years) vs VSTSX (9 years). SPISX (0.19) is less costly to investors than VSTSX (0.01). VSTSX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). SPISX has a lower initial minimum investment than VSTSX: SPISX (1000000) vs VSTSX (5000000000). SPISX annual gain was more profitable for investors over the last year : -0.59 vs. VSTSX (-2.27). SPISX return over 5 years is better than : 114.54 vs. VSTSX (102.28).
| SPISX | VSTSX | SPISX / VSTSX | |
| Total Expense Ratio | 0.19 | 0.01 | 1,900% |
| Annual Report Gross Expense Ratio | 0.19 | 0.01 | 1,900% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -13.480 | -14.211 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.81T | 0% |
| Annual Yield % from dividends | 1.10 | 1.37 | 80% |
| Returns for 1 year | -0.59 | -2.27 | 26% |
| Returns for 3 years | 16.39 | 9.77 | 168% |
| Returns for 5 years | 114.54 | 102.28 | 112% |
| Returns for 10 years | N/A | N/A | - |
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