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SPXUX vs VTSMX
SPXUX vs VTSMX Comparison
Open Charts SPXUX vs VTSMX
WisdomTree 500 Digital N/A
Price$13.73
Change-$0.50 (-3.51%)
VolumeN/A
Net Assets3.7M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
SPXUX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SPXUX (3.7M). VTSMX pays higher dividends than SPXUX: VTSMX (1.25) vs SPXUX (1.18). SPXUX was incepted earlier than VTSMX: SPXUX (2 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than SPXUX (0.05). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). SPXUX has a lower initial minimum investment than VTSMX: SPXUX (25) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. SPXUX (4.17).
| SPXUX | VTSMX | SPXUX / VTSMX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -10.362 | -7.881 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7M | 1.7T | 0% |
| Annual Yield % from dividends | 1.18 | 1.25 | 94% |
| Returns for 1 year | 4.17 | 4.72 | 88% |
| Returns for 3 years | N/A | 20.95 | - |
| Returns for 5 years | N/A | 92.15 | - |
| Returns for 10 years | N/A | 154.63 | - |
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