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SVSPX vs VSMPX
SVSPX vs VSMPX Comparison
Open Charts SVSPX vs VSMPX
State Street S&P 500 Index N
Price$256.08
Change-$4.20 (-1.61%)
VolumeN/A
Net Assets1.51B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
SVSPX vs VSMPX Comparison Chart
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SVSPX vs. VSMPX commentary
May 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SVSPX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SVSPX (1.51B). VSMPX pays higher dividends than SVSPX: VSMPX (1.37) vs SVSPX (1.23). SVSPX was incepted earlier than VSMPX: SVSPX (32 years) vs VSMPX (10 years). SVSPX (0.17) is less costly to investors than VSMPX (0.02). SVSPX (2.00) and VSMPX (2.00) have comparable annual turnover. SVSPX has a lower initial minimum investment than VSMPX: SVSPX (10000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. SVSPX (4.54). VSMPX return over 5 years is better than : 96.40 vs. SVSPX (30.63).
| SVSPX | VSMPX | SVSPX / VSMPX | |
| Total Expense Ratio | 0.16 | 0.02 | 785% |
| Annual Report Gross Expense Ratio | 0.17 | 0.02 | 870% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.441 | 0.781 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.72T | 0% |
| Annual Yield % from dividends | 1.23 | 1.37 | 89% |
| Returns for 1 year | 4.54 | 11.10 | 41% |
| Returns for 3 years | 21.67 | 49.92 | 43% |
| Returns for 5 years | 30.63 | 96.40 | 32% |
| Returns for 10 years | 52.30 | 166.44 | 31% |
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