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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: 2.31T vs. SPXUX (18M). SPXUX (0.99) and VTSMX (0.99) have matching dividends . SPXUX was incepted earlier than VTSMX: SPXUX (3 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 (21.88) and VTSMX (20.87) have marching annual gain over last year.
| SPXUX | VTSMX | SPXUX / VTSMX | |
| Total Expense Ratio | 0.05 | 0.06 | 83% |
| Annual Report Gross Expense Ratio | 0.05 | 0.06 | 83% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 9.856 | 10.110 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 2.31T | 0% |
| Annual Yield % from dividends | 0.99 | 0.99 | 100% |
| Returns for 1 year | 21.88 | 20.87 | 105% |
| Returns for 3 years | 78.66 | 67.54 | 116% |
| Returns for 5 years | N/A | 64.50 | - |
| Returns for 10 years | N/A | 256.48 | - |
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