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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$241.80
Change+$1.77 (+0.74%)
VolumeN/A
Net Assets1.41B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
SVSPX vs VTSMX Comparison Chart
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SVSPX vs. VTSMX commentary
Apr 28, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SVSPX (1.41B). VTSMX (1.25) and SVSPX (1.22) have matching dividends . SVSPX was incepted earlier than VTSMX: SVSPX (32 years) vs VTSMX (33 years). SVSPX (0.17) is less costly to investors than VTSMX (0.14). 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 : 8.68 vs. SVSPX (2.50). VTSMX return over 5 years is better than : 91.92 vs. SVSPX (26.69).
| SVSPX | VTSMX | SVSPX / VTSMX | |
| Total Expense Ratio | 0.16 | 0.14 | 112% |
| Annual Report Gross Expense Ratio | 0.17 | 0.14 | 124% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -5.761 | -6.512 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 1.7T | 0% |
| Annual Yield % from dividends | 1.22 | 1.25 | 97% |
| Returns for 1 year | 2.50 | 8.68 | 29% |
| Returns for 3 years | 5.75 | 29.71 | 19% |
| Returns for 5 years | 26.69 | 91.92 | 29% |
| Returns for 10 years | 42.52 | 156.42 | 27% |