Interact to see
Advertisement
Advertisement
SPXUX vs VSMPX
SPXUX vs VSMPX Comparison
Open Charts SPXUX vs VSMPX
WisdomTree 500 Digital N/A
Price$17.13
Change+$0.14 (+0.82%)
VolumeN/A
Net Assets15.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
SPXUX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. SPXUX (15.4M). VSMPX pays higher dividends than SPXUX: VSMPX (1.17) vs SPXUX (0.93). 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 : 21.44 vs. VSMPX (18.28).
| 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 | 11.960 | 10.574 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 1.95T | 0% |
| Annual Yield % from dividends | 0.93 | 1.17 | 80% |
| Returns for 1 year | 21.44 | 18.28 | 117% |
| Returns for 3 years | N/A | 64.03 | - |
| Returns for 5 years | N/A | 85.39 | - |
| Returns for 10 years | N/A | 215.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement