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VFINX vs VSMPX
VFINX vs VSMPX Comparison
Open Charts VFINX vs VSMPX
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
VFINX vs VSMPX Comparison Chart
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VFINX vs. VSMPX commentary
May 09, 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 VFINX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. VFINX (1.34T). VSMPX pays higher dividends than VFINX: VSMPX (1.37) vs VFINX (1.25). VFINX was incepted earlier than VSMPX: VFINX (49 years) vs VSMPX (10 years). VFINX (0.14) is less costly to investors than VSMPX (0.02). VFINX (2.00) and VSMPX (2.00) have comparable annual turnover. VFINX has a lower initial minimum investment than VSMPX: VFINX (0) vs VSMPX (100000000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. VSMPX (7.86). VFINX (92.15) and VSMPX (88.00) have equivalent 5 years return.
| VFINX | VSMPX | VFINX / VSMPX | |
| Total Expense Ratio | 0.14 | 0.02 | 700% |
| Annual Report Gross Expense Ratio | 0.14 | 0.02 | 700% |
| Fund Existence | 49 years | 10 years | - |
| Gain YTD | -4.186 | -4.649 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 1.72T | 78% |
| Annual Yield % from dividends | 1.25 | 1.37 | 91% |
| Returns for 1 year | 8.59 | 7.86 | 109% |
| Returns for 3 years | 41.15 | 39.43 | 104% |
| Returns for 5 years | 92.15 | 88.00 | 105% |
| Returns for 10 years | 167.70 | 155.00 | 108% |