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SPIIX vs VTSMX
SPIIX vs VTSMX Comparison
Open Charts SPIIX vs VTSMX
SEI S&P 500 Index I (SIMT)
Price$101.87
Change+$0.86 (+0.85%)
VolumeN/A
Net Assets1.03B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPIIX vs VTSMX Comparison Chart in %
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SPIIX vs. VTSMX commentary
Jul 07, 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 SPIIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPIIX (1.03B). VTSMX pays higher dividends than SPIIX: VTSMX (1.12) vs SPIIX (0.66). SPIIX was incepted earlier than VTSMX: SPIIX (23 years) vs VTSMX (33 years). SPIIX (0.79) is less costly to investors than VTSMX (0.14). SPIIX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SPIIX: VTSMX (3000) vs SPIIX (100000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SPIIX (2.79). VTSMX return over 5 years is better than : 95.59 vs. SPIIX (50.16).
| SPIIX | VTSMX | SPIIX / VTSMX | |
| Total Expense Ratio | 0.79 | 0.14 | 564% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 7.120 | 6.421 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.82T | 0% |
| Annual Yield % from dividends | 0.66 | 1.12 | 59% |
| Returns for 1 year | 2.79 | 13.89 | 20% |
| Returns for 3 years | 34.72 | 62.08 | 56% |
| Returns for 5 years | 50.16 | 95.59 | 52% |
| Returns for 10 years | 117.60 | 198.05 | 59% |
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