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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$68.81
Change+$0.27 (+0.39%)
VolumeN/A
Net Assets3.82B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SPISX vs VTSMX Comparison Chart in %
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SPISX vs. VTSMX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPISX (3.82B). VTSMX pays higher dividends than SPISX: VTSMX (1.12) vs SPISX (0.99). 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 : 18.83 vs. VTSMX (17.23). SPISX return over 5 years is better than : 107.81 vs. VTSMX (92.66).
| 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 | 8.828 | 7.812 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 1.91T | 0% |
| Annual Yield % from dividends | 0.99 | 1.12 | 89% |
| Returns for 1 year | 18.83 | 17.23 | 109% |
| Returns for 3 years | 68.28 | 59.89 | 114% |
| Returns for 5 years | 107.81 | 92.66 | 116% |
| Returns for 10 years | N/A | 199.64 | - |
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