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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$278.27
Change-$8.47 (-2.95%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SVSPX vs VTSMX Comparison Chart
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SVSPX vs. VTSMX commentary
Dec 19, 2024
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: 1.84T vs. SVSPX (1.59B). 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). SVSPX annual gain was more profitable for investors over the last year : 24.65 vs. VTSMX (22.04). VTSMX return over 5 years is better than : 77.48 vs. SVSPX (28.62).
| 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 | 24.570 | 22.383 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 1.84T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 24.65 | 22.04 | 112% |
| Returns for 3 years | -0.61 | 23.86 | -3% |
| Returns for 5 years | 28.62 | 77.48 | 37% |
| Returns for 10 years | 67.48 | 182.87 | 37% |