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SVSPX vs VTSAX
SVSPX vs VTSAX Comparison
Open Charts SVSPX vs VTSAX
State Street S&P 500 Index N
Price$265.80
Change+$1.40 (+0.53%)
VolumeN/A
Net Assets1.57B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
SVSPX vs VTSAX Comparison Chart
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SVSPX vs. VTSAX commentary
Jan 31, 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: 1.78T vs. SVSPX (1.57B). VTSAX pays higher dividends than SVSPX: VTSAX (1.35) vs SVSPX (1.23). SVSPX was incepted earlier than VTSAX: SVSPX (32 years) vs VTSAX (24 years). 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 : 24.49 vs. SVSPX (16.79). VTSAX return over 5 years is better than : 83.08 vs. SVSPX (22.28).
| SVSPX | VTSAX | SVSPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 2.743 | 2.992 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 1.78T | 0% |
| Annual Yield % from dividends | 1.23 | 1.35 | 91% |
| Returns for 1 year | 16.79 | 24.49 | 69% |
| Returns for 3 years | 6.93 | 31.85 | 22% |
| Returns for 5 years | 22.28 | 83.08 | 27% |
| Returns for 10 years | 63.32 | 197.28 | 32% |
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