Interact to see
Advertisement
Advertisement
SPISX vs VTSAX
SPISX vs VTSAX Comparison
Open Charts SPISX vs VTSAX
Invesco S&P 500 Index R6
Price$72.73
Change+$0.77 (+1.07%)
VolumeN/A
Net Assets4.05B
Vanguard Total Stock Mkt Idx Adm
Price$161.08
Change+$1.79 (+1.12%)
VolumeN/A
Net Assets2.02T
SPISX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPISX vs. VTSAX commentary
Oct 21, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SPISX (4.05B). VTSAX pays higher dividends than SPISX: VTSAX (1.13) vs SPISX (0.92). SPISX was incepted earlier than VTSAX: SPISX (9 years) vs VTSAX (25 years). SPISX (0.19) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). VTSAX has a lower initial minimum investment than SPISX: VTSAX (3000) vs SPISX (1000000). SPISX annual gain was more profitable for investors over the last year : 14.52 vs. VTSAX (13.39). SPISX return over 5 years is better than : 103.51 vs. VTSAX (87.68).
| SPISX | VTSAX | SPISX / VTSAX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.19 | 0.04 | 475% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 14.258 | 13.023 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 2.02T | 0% |
| Annual Yield % from dividends | 0.92 | 1.13 | 81% |
| Returns for 1 year | 14.52 | 13.39 | 108% |
| Returns for 3 years | 83.91 | 75.03 | 112% |
| Returns for 5 years | 103.51 | 87.68 | 118% |
| Returns for 10 years | N/A | 220.12 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement