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SVSPX vs VTSAX
SVSPX vs VTSAX Comparison
Open Charts SVSPX vs VTSAX
State Street S&P 500 Index N
Price$282.51
Change-$0.75 (-0.26%)
VolumeN/A
Net Assets1.6B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SVSPX vs VTSAX Comparison Chart in %
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SVSPX vs. VTSAX commentary
Aug 16, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SVSPX (1.6B). VTSAX pays higher dividends than SVSPX: VTSAX (1.18) vs SVSPX (1.07). SVSPX was incepted earlier than VTSAX: SVSPX (33 years) vs VTSAX (25 years). SVSPX (0.17) is less costly to investors than VTSAX (0.04). SVSPX (2.00) and VTSAX (2.00) have comparable annual turnover. VTSAX has a lower initial minimum investment than SVSPX: VTSAX (3000) vs SVSPX (10000). VTSAX annual gain was more profitable for investors over the last year : 16.53 vs. SVSPX (9.27). VTSAX return over 5 years is better than : 86.35 vs. SVSPX (24.40).
| SVSPX | VTSAX | SVSPX / VTSAX | |
| Total Expense Ratio | 0.16 | 0.04 | 393% |
| Annual Report Gross Expense Ratio | 0.17 | 0.04 | 435% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 10.723 | 9.566 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 1.91T | 0% |
| Annual Yield % from dividends | 1.07 | 1.18 | 90% |
| Returns for 1 year | 9.27 | 16.53 | 56% |
| Returns for 3 years | 19.88 | 47.21 | 42% |
| Returns for 5 years | 24.40 | 86.35 | 28% |
| Returns for 10 years | 67.74 | 203.98 | 33% |
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