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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$69.91
Change-$0.22 (-0.31%)
VolumeN/A
Net Assets3.92B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SPISX vs VTSMX Comparison Chart in %
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SPISX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SPISX (3.92B). VTSMX pays higher dividends than SPISX: VTSMX (1.07) vs SPISX (0.95). SPISX was incepted earlier than VTSMX: SPISX (8 years) vs VTSMX (33 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 (18.73) and VTSMX (18.03) have marching annual gain over last year. SPISX return over 5 years is better than : 98.51 vs. VTSMX (84.94).
| SPISX | VTSMX | SPISX / VTSMX | |
| Total Expense Ratio | 0.19 | 0.14 | 136% |
| Annual Report Gross Expense Ratio | 0.19 | 0.14 | 136% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 11.003 | 10.330 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 1.95T | 0% |
| Annual Yield % from dividends | 0.95 | 1.07 | 89% |
| Returns for 1 year | 18.73 | 18.03 | 104% |
| Returns for 3 years | 71.84 | 63.63 | 113% |
| Returns for 5 years | 98.51 | 84.94 | 116% |
| Returns for 10 years | N/A | 224.15 | - |
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