Interact to see
Advertisement
Advertisement
SPFFX vs VTSMX
SPFFX vs VTSMX Comparison
Open Charts SPFFX vs VTSMX
Sphere 500 Climate Fund
Price$29.55
Change+$0.25 (+0.85%)
VolumeN/A
Net Assets39.01M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPFFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPFFX (39M). VTSMX pays higher dividends than SPFFX: VTSMX (1.12) vs SPFFX (0.56). SPFFX was incepted earlier than VTSMX: SPFFX (4 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than SPFFX (0.07). SPFFX is a more actively managed with annual turnover of: 16.00 vs. VTSMX (2.00). SPFFX has a lower initial minimum investment than VTSMX: SPFFX (0) vs VTSMX (3000). SPFFX (14.38) and VTSMX (13.89) have marching annual gain over last year.
| SPFFX | VTSMX | SPFFX / VTSMX | |
| Total Expense Ratio | 0.07 | 0.14 | 50% |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 6.934 | 6.421 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.12 | 50% |
| Returns for 1 year | 14.38 | 13.89 | 104% |
| Returns for 3 years | 69.74 | 62.08 | 112% |
| Returns for 5 years | N/A | 95.59 | - |
| Returns for 10 years | N/A | 198.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement