Interact to see
Advertisement
Advertisement
VIIIX vs VTSMX
VIIIX vs VTSMX Comparison
Open Charts VIIIX vs VTSMX
Vanguard Institutional Index Instl Pl
Price$501.68
Change+$2.64 (+0.53%)
VolumeN/A
Net Assets308.43B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
VIIIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VIIIX vs. VTSMX commentary
Jul 01, 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: 1.82T vs. VIIIX (308B). VIIIX pays higher dividends than VTSMX: VIIIX (1.30) vs VTSMX (1.18). 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: 4.00 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 : 12.74 vs. VIIIX (10.91). VTSMX return over 5 years is better than : 100.35 vs. VIIIX (87.28).
| 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 | 4.790 | 4.718 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 3000 | 3,333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308B | 1.82T | 17% |
| Annual Yield % from dividends | 1.30 | 1.18 | 110% |
| Returns for 1 year | 10.91 | 12.74 | 86% |
| Returns for 3 years | 55.25 | 59.49 | 93% |
| Returns for 5 years | 87.28 | 100.35 | 87% |
| Returns for 10 years | 166.72 | 193.84 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement