Interact to see
Advertisement
Advertisement
SPISX vs VTSAX
SPISX vs VTSAX Comparison
Open Charts SPISX vs VTSAX
Invesco S&P 500 Index R6
Price$69.91
Change-$0.22 (-0.31%)
VolumeN/A
Net Assets3.92B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SPISX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPISX vs. VTSAX commentary
Sep 08, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SPISX (3.92B). VTSAX pays higher dividends than SPISX: VTSAX (1.16) vs SPISX (0.95). SPISX was incepted earlier than VTSAX: SPISX (8 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 (18.73) and VTSAX (18.04) have marching annual gain over last year. SPISX return over 5 years is better than : 98.51 vs. VTSAX (84.96).
| SPISX | VTSAX | SPISX / VTSAX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.19 | 0.04 | 475% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 11.003 | 10.346 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 1.95T | 0% |
| Annual Yield % from dividends | 0.95 | 1.16 | 82% |
| Returns for 1 year | 18.73 | 18.04 | 104% |
| Returns for 3 years | 71.84 | 63.66 | 113% |
| Returns for 5 years | 98.51 | 84.96 | 116% |
| Returns for 10 years | N/A | 224.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers