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SPXUX vs VTSMX
SPXUX vs VTSMX Comparison
Open Charts SPXUX vs VTSMX
WisdomTree 500 Digital N/A
Price$17.01
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets15.29M
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
SPXUX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPXUX (15.3M). VTSMX pays higher dividends than SPXUX: VTSMX (1.09) vs SPXUX (0.95). SPXUX was incepted earlier than VTSMX: SPXUX (3 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). SPXUX annual gain was more profitable for investors over the last year : 22.24 vs. VTSMX (18.47).
| SPXUX | VTSMX | SPXUX / VTSMX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 11.144 | 9.167 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.95 | 1.09 | 87% |
| Returns for 1 year | 22.24 | 18.47 | 120% |
| Returns for 3 years | N/A | 47.48 | - |
| Returns for 5 years | N/A | 85.66 | - |
| Returns for 10 years | N/A | 203.18 | - |
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