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VIIIX vs VTSMX
VIIIX vs VTSMX Comparison
Open Charts VIIIX vs VTSMX
Vanguard Institutional Index Instl Pl
Price$428.95
Change-$9.83 (-2.24%)
VolumeN/A
Net Assets293.28B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
VIIIX vs VTSMX Comparison Chart
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VIIIX vs. VTSMX commentary
Apr 17, 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 VIIIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VIIIX (293B). VIIIX pays higher dividends than VTSMX: VIIIX (1.38) vs VTSMX (1.25). VIIIX was incepted earlier than VTSMX: VIIIX (28 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than VIIIX (0.02). VIIIX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than VIIIX: VTSMX (3000) vs VIIIX (100000000). VTSMX annual gain was more profitable for investors over the last year : 5.93 vs. VIIIX (5.57). VTSMX return over 5 years is better than : 84.81 vs. VIIIX (71.22).
| VIIIX | VTSMX | VIIIX / VTSMX | |
| Total Expense Ratio | 0.02 | 0.14 | 14% |
| Annual Report Gross Expense Ratio | 0.02 | 0.14 | 14% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -8.360 | -8.945 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 3000 | 3,333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293B | 1.7T | 17% |
| Annual Yield % from dividends | 1.38 | 1.25 | 110% |
| Returns for 1 year | 5.57 | 5.93 | 94% |
| Returns for 3 years | 18.00 | 19.82 | 91% |
| Returns for 5 years | 71.22 | 84.81 | 84% |
| Returns for 10 years | 131.19 | 153.17 | 86% |
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