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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$64.68
Change+$0.22 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
SPISX vs VTSMX Comparison Chart
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SPISX vs. VTSMX commentary
Nov 23, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SPISX (3.56B). VTSMX pays higher dividends than SPISX: VTSMX (1.26) vs SPISX (1.19). SPISX was incepted earlier than VTSMX: SPISX (8 years) vs VTSMX (33 years). SPISX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than SPISX: VTSMX (3000) vs SPISX (1000000). SPISX (32.16) and VTSMX (31.17) have marching annual gain over last year. SPISX return over 5 years is better than : 101.10 vs. VTSMX (87.20).
| SPISX | VTSMX | SPISX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 26.046 | 24.402 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 1.73T | 0% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 32.16 | 31.17 | 103% |
| Returns for 3 years | 30.81 | 23.11 | 133% |
| Returns for 5 years | 101.10 | 87.20 | 116% |
| Returns for 10 years | N/A | 187.97 | - |
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