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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$289.87
Change-$2.40 (-0.82%)
VolumeN/A
Net Assets1.61B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
SVSPX vs VTSMX Comparison Chart in %
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SVSPX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SVSPX (1.61B). VTSMX (1.02) and SVSPX (0.98) have matching dividends . SVSPX was incepted earlier than VTSMX: SVSPX (33 years) vs VTSMX (34 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 : 12.09 vs. SVSPX (5.12). VTSMX return over 5 years is better than : 77.91 vs. SVSPX (19.67).
| SVSPX | VTSMX | SVSPX / VTSMX | |
| Total Expense Ratio | 0.16 | 0.14 | 112% |
| Annual Report Gross Expense Ratio | 0.17 | 0.14 | 124% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 13.601 | 12.736 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 2.05T | 0% |
| Annual Yield % from dividends | 0.98 | 1.02 | 96% |
| Returns for 1 year | 5.12 | 12.09 | 42% |
| Returns for 3 years | 32.99 | 64.98 | 51% |
| Returns for 5 years | 19.67 | 77.91 | 25% |
| Returns for 10 years | 71.76 | 215.97 | 33% |
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