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SVSPX vs VSMPX
SVSPX vs VSMPX Comparison
Open Charts SVSPX vs VSMPX
State Street S&P 500 Index N
Price$246.18
Change-$6.80 (-2.69%)
VolumeN/A
Net Assets1.49B
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.68
Change-$7.17 (-2.77%)
VolumeN/A
Net Assets1.81T
SVSPX vs VSMPX Comparison Chart
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SVSPX vs. VSMPX commentary
Mar 11, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SVSPX (1.49B). VSMPX pays higher dividends than SVSPX: VSMPX (1.25) vs SVSPX (1.14). 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 : 11.52 vs. SVSPX (5.49). VSMPX return over 5 years is better than : 106.22 vs. SVSPX (37.30).
| 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 | -1.694 | -2.166 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 1.81T | 0% |
| Annual Yield % from dividends | 1.14 | 1.25 | 91% |
| Returns for 1 year | 5.49 | 11.52 | 48% |
| Returns for 3 years | 9.67 | 34.16 | 28% |
| Returns for 5 years | 37.30 | 106.22 | 35% |
| Returns for 10 years | 53.33 | N/A | - |
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