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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$270.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SVSPX vs VTSMX Comparison Chart
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SVSPX vs. VTSMX commentary
Sep 20, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SVSPX (1.49B). VTSMX (1.26) and SVSPX (1.23) have matching dividends . SVSPX was incepted earlier than VTSMX: SVSPX (32 years) vs VTSMX (32 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 : 25.89 vs. SVSPX (15.47). VTSMX return over 5 years is better than : 82.93 vs. SVSPX (26.80).
| SVSPX | VTSMX | SVSPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 18.849 | 16.884 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 1.72T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 15.47 | 25.89 | 60% |
| Returns for 3 years | -0.86 | 21.33 | -4% |
| Returns for 5 years | 26.80 | 82.93 | 32% |
| Returns for 10 years | 63.49 | 178.97 | 35% |
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