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USSPX vs VTSMX
USSPX vs VTSMX Comparison
Open Charts USSPX vs VTSMX
Victory 500 Index Member
Price$74.85
Change+$0.75 (+1.01%)
VolumeN/A
Net Assets13.17B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
USSPX vs VTSMX Comparison Chart
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USSPX vs. VTSMX commentary
Jan 19, 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 USSPX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. USSPX (13.2B). VTSMX pays higher dividends than USSPX: VTSMX (1.26) vs USSPX (1.17). USSPX was incepted earlier than VTSMX: USSPX (29 years) vs VTSMX (33 years). USSPX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). USSPX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. USSPX (23.14). VTSMX (76.07) and USSPX (74.04) have equivalent 5 years return.
| USSPX | VTSMX | USSPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 1.174 | 2.241 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 1.78T | 1% |
| Annual Yield % from dividends | 1.17 | 1.26 | 92% |
| Returns for 1 year | 23.14 | 25.24 | 92% |
| Returns for 3 years | 29.16 | 28.94 | 101% |
| Returns for 5 years | 74.04 | 76.07 | 97% |
| Returns for 10 years | 178.10 | 194.99 | 91% |
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