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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
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 I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
SVSPX vs VTSMX Comparison Chart
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SVSPX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SVSPX (1.57B). VTSMX (1.26) and SVSPX (1.23) have matching dividends . SVSPX was incepted earlier than VTSMX: SVSPX (32 years) vs VTSMX (33 years). SVSPX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than SVSPX: VTSMX (3000) vs SVSPX (10000). VTSMX annual gain was more profitable for investors over the last year : 24.48 vs. SVSPX (16.79). VTSMX return over 5 years is better than : 83.05 vs. SVSPX (22.28).
| SVSPX | VTSMX | SVSPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 2.743 | 2.986 | 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 | 1.26 | 97% |
| Returns for 1 year | 16.79 | 24.48 | 69% |
| Returns for 3 years | 6.93 | 31.83 | 22% |
| Returns for 5 years | 22.28 | 83.05 | 27% |
| Returns for 10 years | 63.32 | 196.61 | 32% |
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