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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$72.79
Change-$1.22 (-1.65%)
VolumeN/A
Net Assets4.05B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SPISX vs VTSMX Comparison Chart in %
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SPISX vs. VTSMX commentary
Nov 14, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SPISX (4.05B). VTSMX pays higher dividends than SPISX: VTSMX (1.02) vs SPISX (0.90). SPISX was incepted earlier than VTSMX: SPISX (9 years) vs VTSMX (34 years). SPISX (0.19) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SPISX (1.00). VTSMX has a lower initial minimum investment than SPISX: VTSMX (3000) vs SPISX (1000000). SPISX annual gain was more profitable for investors over the last year : 15.38 vs. VTSMX (13.42). SPISX return over 5 years is better than : 100.39 vs. VTSMX (83.98).
| SPISX | VTSMX | SPISX / VTSMX | |
| Total Expense Ratio | 0.19 | 0.14 | 136% |
| Annual Report Gross Expense Ratio | 0.19 | 0.14 | 136% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 17.514 | 15.972 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 2.05T | 0% |
| Annual Yield % from dividends | 0.90 | 1.02 | 88% |
| Returns for 1 year | 15.38 | 13.42 | 115% |
| Returns for 3 years | 77.62 | 68.22 | 114% |
| Returns for 5 years | 100.39 | 83.98 | 120% |
| Returns for 10 years | N/A | 235.40 | - |
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