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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$256.08
Change-$4.20 (-1.61%)
VolumeN/A
Net Assets1.51B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
SVSPX vs VTSMX Comparison Chart
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SVSPX vs. VTSMX commentary
May 23, 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: 1.72T vs. SVSPX (1.51B). VTSMX (1.26) and SVSPX (1.23) 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 : 11.08 vs. SVSPX (4.54). VTSMX return over 5 years is better than : 96.32 vs. SVSPX (30.63).
| 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 | 1.441 | 0.767 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.72T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 4.54 | 11.08 | 41% |
| Returns for 3 years | 21.67 | 49.86 | 43% |
| Returns for 5 years | 30.63 | 96.32 | 32% |
| Returns for 10 years | 52.30 | 174.58 | 30% |
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