Interact to see
Advertisement
Advertisement
SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$74.16
Change-$0.40 (-0.54%)
VolumeN/A
Net Assets4.31B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SPISX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPISX vs. VTSMX commentary
Jan 15, 2026
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: 2.06T vs. SPISX (4.31B). VTSMX pays higher dividends than SPISX: VTSMX (1.02) vs SPISX (0.82). 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). SPISX (2.00) and VTSMX (2.00) have comparable annual turnover. 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 : 19.50 vs. VTSMX (18.29). SPISX return over 5 years is better than : 92.49 vs. VTSMX (73.62).
| 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 | 1.215 | 1.679 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 2.06T | 0% |
| Annual Yield % from dividends | 0.82 | 1.02 | 81% |
| Returns for 1 year | 19.50 | 18.29 | 107% |
| Returns for 3 years | 78.68 | 70.89 | 111% |
| Returns for 5 years | 92.49 | 73.62 | 126% |
| Returns for 10 years | N/A | 270.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MICIX | 10.22 | 0.04 | +0.39% |
| Victory Trivalent Intl Fd-Core Eq I | |||
| EAALX | 20.63 | 0.04 | +0.19% |
| Eaton Vance Atlanta Capital Focused Gr A | |||
| PBSIX | 18.11 | -0.01 | -0.06% |
| Polen 5Perspectives Small Growth Instl | |||
| JEMSX | 43.73 | -0.09 | -0.21% |
| JPMorgan Emerging Markets Equity I | |||
| MTCJX | 69.44 | -1.16 | -1.64% |
| MFS Technology R4 | |||