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SPXUX vs VTSAX
SPXUX vs VTSAX Comparison
Open Charts SPXUX vs VTSAX
WisdomTree 500 Digital N/A
Price$17.13
Change+$0.14 (+0.82%)
VolumeN/A
Net Assets15.4M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SPXUX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SPXUX (15.4M). VTSAX pays higher dividends than SPXUX: VTSAX (1.16) vs SPXUX (0.93). SPXUX was incepted earlier than VTSAX: SPXUX (3 years) vs VTSAX (25 years). SPXUX (0.05) is less costly to investors than VTSAX (0.04). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VTSAX (2.00). SPXUX has a lower initial minimum investment than VTSAX: SPXUX (25) vs VTSAX (3000). SPXUX annual gain was more profitable for investors over the last year : 21.44 vs. VTSAX (18.27).
| SPXUX | VTSAX | SPXUX / VTSAX | |
| Total Expense Ratio | 0.05 | 0.04 | 125% |
| Annual Report Gross Expense Ratio | 0.05 | 0.04 | 125% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 11.960 | 10.566 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 1.95T | 0% |
| Annual Yield % from dividends | 0.93 | 1.16 | 81% |
| Returns for 1 year | 21.44 | 18.27 | 117% |
| Returns for 3 years | N/A | 63.99 | - |
| Returns for 5 years | N/A | 85.33 | - |
| Returns for 10 years | N/A | 225.55 | - |
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