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SPISX vs VTSAX
SPISX vs VTSAX Comparison
Open Charts SPISX vs VTSAX
Invesco S&P 500 Index R6
Price$64.31
Change-$0.73 (-1.12%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SPISX vs VTSAX Comparison Chart
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SPISX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SPISX (3.62B). VTSAX pays higher dividends than SPISX: VTSAX (1.28) vs SPISX (1.04). SPISX was incepted earlier than VTSAX: SPISX (8 years) vs VTSAX (25 years). SPISX (0.19) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). VTSAX has a lower initial minimum investment than SPISX: VTSAX (3000) vs SPISX (1000000). SPISX annual gain was more profitable for investors over the last year : 10.90 vs. VTSAX (10.07). SPISX return over 5 years is better than : 106.44 vs. VTSAX (91.40).
| SPISX | VTSAX | SPISX / VTSAX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.19 | 0.04 | 475% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 2.112 | 1.365 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 1.82T | 0% |
| Annual Yield % from dividends | 1.04 | 1.28 | 81% |
| Returns for 1 year | 10.90 | 10.07 | 108% |
| Returns for 3 years | 65.92 | 57.61 | 114% |
| Returns for 5 years | 106.44 | 91.40 | 116% |
| Returns for 10 years | N/A | 179.53 | - |
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