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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$54.49
Change-$3.45 (-5.95%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$120.93
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
SPISX vs VTSMX Comparison Chart
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SPISX vs. VTSMX commentary
Apr 07, 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: 1.81T vs. SPISX (3.38B). VTSMX pays higher dividends than SPISX: VTSMX (1.25) vs SPISX (1.10). 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 annual gain was more profitable for investors over the last year : -0.59 vs. VTSMX (-2.29). SPISX return over 5 years is better than : 114.54 vs. VTSMX (102.14).
| 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 | -13.480 | -14.209 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.81T | 0% |
| Annual Yield % from dividends | 1.10 | 1.25 | 88% |
| Returns for 1 year | -0.59 | -2.29 | 26% |
| Returns for 3 years | 16.39 | 9.69 | 169% |
| Returns for 5 years | 114.54 | 102.14 | 112% |
| Returns for 10 years | N/A | 139.03 | - |
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