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VFINX vs VTSMX
VFINX vs VTSMX Comparison
Open Charts VFINX vs VTSMX
Vanguard 500 Index Investor
Price$558.59
Change+$4.86 (+0.88%)
VolumeN/A
Net Assets1.35T
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
VFINX vs VTSMX Comparison Chart
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VFINX vs. VTSMX commentary
Jan 23, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. VFINX (1.35T). VTSMX (1.26) and VFINX (1.24) have matching dividends . VFINX was incepted earlier than VTSMX: VFINX (48 years) vs VTSMX (33 years). 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 (24.81) and VTSMX (24.46) have marching annual gain over last year. VFINX return over 5 years is better than : 82.02 vs. VTSMX (78.00).
| VFINX | VTSMX | VFINX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 48 years | 33 years | - |
| Gain YTD | 2.901 | 3.241 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35T | 1.78T | 76% |
| Annual Yield % from dividends | 1.24 | 1.26 | 98% |
| Returns for 1 year | 24.81 | 24.46 | 101% |
| Returns for 3 years | 37.66 | 35.72 | 105% |
| Returns for 5 years | 82.02 | 78.00 | 105% |
| Returns for 10 years | 195.31 | 193.36 | 101% |
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