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SPISX vs VSMPX
SPISX vs VSMPX Comparison
Open Charts SPISX vs VSMPX
Invesco S&P 500 Index R6
Price$64.31
Change-$0.73 (-1.12%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
SPISX vs VSMPX Comparison Chart
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SPISX vs. VSMPX commentary
Jun 15, 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 SPISX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SPISX (3.62B). VSMPX pays higher dividends than SPISX: VSMPX (1.29) vs SPISX (1.04). SPISX was incepted earlier than VSMPX: SPISX (8 years) vs VSMPX (10 years). SPISX (0.19) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). SPISX has a lower initial minimum investment than VSMPX: SPISX (1000000) vs VSMPX (100000000). SPISX annual gain was more profitable for investors over the last year : 10.90 vs. VSMPX (10.08). SPISX return over 5 years is better than : 106.44 vs. VSMPX (91.46).
| SPISX | VSMPX | SPISX / VSMPX | |
| Total Expense Ratio | 0.19 | 0.02 | 950% |
| Annual Report Gross Expense Ratio | 0.19 | 0.02 | 950% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.112 | 1.374 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 1.82T | 0% |
| Annual Yield % from dividends | 1.04 | 1.29 | 80% |
| Returns for 1 year | 10.90 | 10.08 | 108% |
| Returns for 3 years | 65.92 | 57.66 | 114% |
| Returns for 5 years | 106.44 | 91.46 | 116% |
| Returns for 10 years | N/A | 170.67 | - |
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