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VFINX vs VTSMX
VFINX vs VTSMX Comparison
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VFINX vs VTSMX Comparison Chart in %
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VFINX vs. VTSMX commentary
Sep 09, 2026
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: 2.34T vs. VFINX (1.76T). VTSMX (0.97) and VFINX (0.94) have matching dividends . VFINX was incepted earlier than VTSMX: VFINX (50 years) vs VTSMX (34 years). VFINX (0.14) is less costly to investors than VTSMX (0.06). VTSMX is a more actively managed with annual turnover of: 3.00 vs. VFINX (2.00). VFINX (0) and VTSMX (0) have matching initial minimum investment requirements. VFINX (18.83) and VTSMX (18.65) have marching annual gain over last year. VFINX return over 5 years is better than : 71.88 vs. VTSMX (64.52).
| VFINX | VTSMX | VFINX / VTSMX | |
| Total Expense Ratio | 0.14 | 0.06 | 233% |
| Annual Report Gross Expense Ratio | 0.14 | 0.06 | 233% |
| Fund Existence | 50 years | 34 years | - |
| Gain YTD | 12.938 | 13.310 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76T | 2.34T | 75% |
| Annual Yield % from dividends | 0.94 | 0.97 | 97% |
| Returns for 1 year | 18.83 | 18.65 | 101% |
| Returns for 3 years | 73.24 | 72.00 | 102% |
| Returns for 5 years | 71.88 | 64.52 | 111% |
| Returns for 10 years | 262.67 | 259.62 | 101% |
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