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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$64.48
Change-$1.12 (-1.71%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SPISX vs VTSMX Comparison Chart
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SPISX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SPISX (3.63B). 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). VTSMX annual gain was more profitable for investors over the last year : 22.86 vs. SPISX (21.28). SPISX return over 5 years is better than : 93.10 vs. VTSMX (79.09).
| 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 | 4.160 | 4.603 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 1.84T | 0% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 21.28 | 22.86 | 93% |
| Returns for 3 years | 47.55 | 38.57 | 123% |
| Returns for 5 years | 93.10 | 79.09 | 118% |
| Returns for 10 years | N/A | 187.66 | - |
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