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VFINX vs VTSMX
VFINX vs VTSMX Comparison
Open Charts VFINX vs VTSMX
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
VFINX vs VTSMX Comparison Chart
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VFINX vs. VTSMX commentary
Dec 23, 2024
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. VFINX (1.37T). 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 (25.40) and VTSMX (24.23) have marching annual gain over last year. VFINX return over 5 years is better than : 84.83 vs. VTSMX (79.24).
| 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 | 24.763 | 23.596 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37T | 1.84T | 75% |
| Annual Yield % from dividends | 1.24 | 1.26 | 98% |
| Returns for 1 year | 25.40 | 24.23 | 105% |
| Returns for 3 years | 28.04 | 24.14 | 116% |
| Returns for 5 years | 84.83 | 79.24 | 107% |
| Returns for 10 years | 186.19 | 184.08 | 101% |
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