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VFINX vs VTSMX
VFINX vs VTSMX Comparison
Open Charts VFINX vs VTSMX
Vanguard 500 Index Investor
Price$503.65
Change+$43.77 (+9.52%)
VolumeN/A
Net Assets1.32T
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
VFINX vs VTSMX Comparison Chart
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VFINX vs. VTSMX commentary
Apr 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VFINX (1.32T). VTSMX (1.25) and VFINX (1.24) have matching dividends . VFINX was incepted earlier than VTSMX: VFINX (49 years) vs VTSMX (33 years). VFINX (0.14) and VTSMX (0.14) have similar cost to investors . VFINX (2.00) and VTSMX (2.00) have comparable annual turnover. VFINX has a lower initial minimum investment than VTSMX: VFINX (0) vs VTSMX (3000). VFINX annual gain was more profitable for investors over the last year : -4.34 vs. VTSMX (-5.43). VFINX (78.65) and VTSMX (75.41) have equivalent 5 years return.
| VFINX | VTSMX | VFINX / VTSMX | |
| Total Expense Ratio | 0.14 | 0.14 | 100% |
| Annual Report Gross Expense Ratio | 0.14 | 0.14 | 100% |
| Fund Existence | 49 years | 33 years | - |
| Gain YTD | -15.272 | -15.905 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32T | 1.7T | 78% |
| Annual Yield % from dividends | 1.24 | 1.25 | 99% |
| Returns for 1 year | -4.34 | -5.43 | 80% |
| Returns for 3 years | 11.08 | 8.73 | 127% |
| Returns for 5 years | 78.65 | 75.41 | 104% |
| Returns for 10 years | 137.41 | 131.53 | 104% |
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