Ad is loading...
USGRX vs VSMPX
USGRX vs VSMPX Comparison
Open Charts USGRX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.70
Change+$3.92 (+1.56%)
VolumeN/A
Net Assets1.7T
USGRX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USGRX vs. VSMPX commentary
May 04, 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 USGRX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. USGRX (1.92B). VSMPX pays higher dividends than USGRX: VSMPX (1.37) vs USGRX (0.90). USGRX was incepted earlier than VSMPX: USGRX (32 years) vs VSMPX (10 years). USGRX (0.85) is less costly to investors than VSMPX (0.02). USGRX is a more actively managed with annual turnover of: 75.00 vs. VSMPX (2.00). USGRX has a lower initial minimum investment than VSMPX: USGRX (3000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.48 vs. USGRX (-6.60). VSMPX return over 5 years is better than : 97.55 vs. USGRX (38.99).
| USGRX | VSMPX | USGRX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -2.204 | -3.703 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.7T | 0% |
| Annual Yield % from dividends | 0.90 | 1.37 | 65% |
| Returns for 1 year | -6.60 | 11.48 | -57% |
| Returns for 3 years | 5.73 | 33.60 | 17% |
| Returns for 5 years | 38.99 | 97.55 | 40% |
| Returns for 10 years | 12.67 | 159.98 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...