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SPXUX vs VTSMX
SPXUX vs VTSMX Comparison
Open Charts SPXUX vs VTSMX
WisdomTree 500 Digital N/A
Price$16.45
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets14.73M
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
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 (14.7M). VTSMX pays higher dividends than SPXUX: VTSMX (1.12) vs SPXUX (0.98). 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). SPXUX annual gain was more profitable for investors over the last year : 13.20 vs. VTSMX (9.80).
| 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 | 7.490 | 5.711 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 1.91T | 0% |
| Annual Yield % from dividends | 0.98 | 1.12 | 87% |
| Returns for 1 year | 13.20 | 9.80 | 135% |
| Returns for 3 years | N/A | 59.40 | - |
| Returns for 5 years | N/A | 88.36 | - |
| Returns for 10 years | N/A | 188.76 | - |
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