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SPXUX vs VTSAX
SPXUX vs VTSAX Comparison
Open Charts SPXUX vs VTSAX
SPXUX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. SPXUX (18M). VTSAX pays higher dividends than SPXUX: VTSAX (1.04) vs SPXUX (0.99). SPXUX was incepted earlier than VTSAX: SPXUX (3 years) vs VTSAX (26 years). SPXUX (0.05) is less costly to investors than VTSAX (0.04). SPXUX (3.00) and VTSAX (3.00) have comparable annual turnover. SPXUX has a lower initial minimum investment than VTSAX: SPXUX (25) vs VTSAX (3000). SPXUX (21.88) and VTSAX (20.88) have marching annual gain over last year.
| 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 | 26 years | - |
| Gain YTD | 9.856 | 10.109 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 2.31T | 0% |
| Annual Yield % from dividends | 0.99 | 1.04 | 95% |
| Returns for 1 year | 21.88 | 20.88 | 105% |
| Returns for 3 years | 78.66 | 67.56 | 116% |
| Returns for 5 years | N/A | 64.53 | - |
| Returns for 10 years | N/A | 257.17 | - |
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