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SVSPX vs VTSAX
SVSPX vs VTSAX Comparison
Open Charts SVSPX vs VTSAX
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 Adm
Price$134.15
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
SVSPX vs VTSAX Comparison Chart
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SVSPX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SVSPX (1.49B). VTSAX pays higher dividends than SVSPX: VTSAX (1.25) vs SVSPX (1.14). SVSPX was incepted earlier than VTSAX: SVSPX (32 years) vs VTSAX (24 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 : 11.52 vs. SVSPX (5.49). VTSAX return over 5 years is better than : 106.16 vs. SVSPX (37.30).
| SVSPX | VTSAX | SVSPX / VTSAX | |
| Total Expense Ratio | 0.16 | 0.04 | 393% |
| Annual Report Gross Expense Ratio | 0.17 | 0.04 | 435% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -1.694 | -2.170 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 1.81T | 0% |
| Annual Yield % from dividends | 1.14 | 1.25 | 92% |
| Returns for 1 year | 5.49 | 11.52 | 48% |
| Returns for 3 years | 9.67 | 34.14 | 28% |
| Returns for 5 years | 37.30 | 106.16 | 35% |
| Returns for 10 years | 53.33 | 175.65 | 30% |
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