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SPXUX vs VTSMX
SPXUX vs VTSMX Comparison
Open Charts SPXUX vs VTSMX
SPXUX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. SPXUX (18.5M). VTSMX (0.97) and SPXUX (0.96) have matching dividends . SPXUX was incepted earlier than VTSMX: SPXUX (4 years) vs VTSMX (34 years). VTSMX (0.06) is less costly to investors than SPXUX (0.05). SPXUX (3.00) and VTSMX (3.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than SPXUX: VTSMX (0) vs SPXUX (25). SPXUX annual gain was more profitable for investors over the last year : 17.51 vs. VTSMX (14.99).
| SPXUX | VTSMX | SPXUX / VTSMX | |
| Total Expense Ratio | 0.05 | 0.06 | 83% |
| Annual Report Gross Expense Ratio | 0.05 | 0.06 | 83% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 12.812 | 11.336 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5M | 2.34T | 0% |
| Annual Yield % from dividends | 0.96 | 0.97 | 99% |
| Returns for 1 year | 17.51 | 14.99 | 117% |
| Returns for 3 years | 81.94 | 68.80 | 119% |
| Returns for 5 years | N/A | 62.93 | - |
| Returns for 10 years | N/A | 253.68 | - |
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