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SPXUX vs VSMPX
SPXUX vs VSMPX Comparison
Open Charts SPXUX vs VSMPX
WisdomTree 500 Digital N/A
Price$17.01
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets15.29M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.77
Change-$0.31 (-0.11%)
VolumeN/A
Net Assets1.91T
SPXUX vs VSMPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPXUX (15.3M). VSMPX pays higher dividends than SPXUX: VSMPX (1.20) vs SPXUX (0.95). SPXUX was incepted earlier than VSMPX: SPXUX (3 years) vs VSMPX (10 years). SPXUX (0.05) is less costly to investors than VSMPX (0.02). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VSMPX (2.00). SPXUX has a lower initial minimum investment than VSMPX: SPXUX (25) vs VSMPX (100000000). SPXUX annual gain was more profitable for investors over the last year : 22.24 vs. VSMPX (18.50).
| SPXUX | VSMPX | SPXUX / VSMPX | |
| Total Expense Ratio | 0.05 | 0.02 | 250% |
| Annual Report Gross Expense Ratio | 0.05 | 0.02 | 250% |
| Fund Existence | 3 years | 10 years | - |
| Gain YTD | 11.144 | 9.186 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.95 | 1.20 | 80% |
| Returns for 1 year | 22.24 | 18.50 | 120% |
| Returns for 3 years | N/A | 47.55 | - |
| Returns for 5 years | N/A | 85.73 | - |
| Returns for 10 years | N/A | 194.22 | - |