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SBSPX vs VTSMX
SBSPX vs VTSMX Comparison
Open Charts SBSPX vs VTSMX
Franklin S&P 500 Index A
Price$46.34
Change-$0.52 (-1.11%)
VolumeN/A
Net Assets635.51M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SBSPX vs VTSMX Comparison Chart
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SBSPX vs. VTSMX commentary
Jun 16, 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 SBSPX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SBSPX (636M). VTSMX pays higher dividends than SBSPX: VTSMX (1.18) vs SBSPX (0.76). SBSPX was incepted earlier than VTSMX: SBSPX (27 years) vs VTSMX (33 years). SBSPX (0.58) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SBSPX (1.00). SBSPX has a lower initial minimum investment than VTSMX: SBSPX (0) vs VTSMX (3000). SBSPX (10.55) and VTSMX (10.06) have marching annual gain over last year. VTSMX return over 5 years is better than : 91.36 vs. SBSPX (82.45).
| SBSPX | VTSMX | SBSPX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 2.026 | 1.349 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 10.55 | 10.06 | 105% |
| Returns for 3 years | 59.58 | 57.59 | 103% |
| Returns for 5 years | 82.45 | 91.36 | 90% |
| Returns for 10 years | 134.34 | 178.92 | 75% |
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