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SPISX vs VTSMX
SPISX vs VTSMX Comparison
Open Charts SPISX vs VTSMX
Invesco S&P 500 Index R6
Price$71.96
Change+$0.38 (+0.53%)
VolumeN/A
Net Assets4.05B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SPISX vs VTSMX Comparison Chart in %
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SPISX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. SPISX (4.05B). VTSMX pays higher dividends than SPISX: VTSMX (1.04) vs SPISX (0.92). 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 : 14.99 vs. VTSMX (13.79). SPISX return over 5 years is better than : 100.73 vs. VTSMX (84.86).
| 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 | 14.258 | 13.012 | 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 | 2.02T | 0% |
| Annual Yield % from dividends | 0.92 | 1.04 | 88% |
| Returns for 1 year | 14.99 | 13.79 | 109% |
| Returns for 3 years | 85.56 | 76.02 | 113% |
| Returns for 5 years | 100.73 | 84.86 | 119% |
| Returns for 10 years | N/A | 225.10 | - |
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