Interact to see
Advertisement
Advertisement
SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$71.51
Change-$0.59 (-0.82%)
VolumeN/A
Net Assets4.05B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
SPISX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPISX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SPISX (4.05B). VTSMX pays higher dividends than SPISX: VTSMX (1.02) vs SPISX (0.90). SPISX was incepted earlier than VTSMX: SPISX (9 years) vs VTSMX (34 years). SPISX (0.19) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). VTSMX has a lower initial minimum investment than SPISX: VTSMX (3000) vs SPISX (1000000). SPISX annual gain was more profitable for investors over the last year : 13.14 vs. VTSMX (12.09). SPISX return over 5 years is better than : 93.72 vs. VTSMX (77.91).
| SPISX | VTSMX | SPISX / VTSMX | |
| Total Expense Ratio | 0.19 | 0.14 | 136% |
| Annual Report Gross Expense Ratio | 0.19 | 0.14 | 136% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 13.544 | 12.736 | 106% |
| 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 | 2.05T | 0% |
| Annual Yield % from dividends | 0.90 | 1.02 | 88% |
| Returns for 1 year | 13.14 | 12.09 | 109% |
| Returns for 3 years | 72.70 | 64.98 | 112% |
| Returns for 5 years | 93.72 | 77.91 | 120% |
| Returns for 10 years | N/A | 215.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement