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SPXUX vs VTSMX
SPXUX vs VTSMX Comparison
Open Charts SPXUX vs VTSMX
WisdomTree 500 Digital N/A
Price$17.13
Change+$0.14 (+0.82%)
VolumeN/A
Net Assets15.36M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SPXUX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SPXUX (15.4M). VTSMX pays higher dividends than SPXUX: VTSMX (1.07) vs SPXUX (0.93). SPXUX was incepted earlier than VTSMX: SPXUX (3 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than SPXUX (0.05). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). SPXUX has a lower initial minimum investment than VTSMX: SPXUX (25) vs VTSMX (3000). SPXUX annual gain was more profitable for investors over the last year : 21.08 vs. VTSMX (18.03).
| SPXUX | VTSMX | SPXUX / VTSMX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 11.627 | 10.330 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 1.95T | 0% |
| Annual Yield % from dividends | 0.93 | 1.07 | 88% |
| Returns for 1 year | 21.08 | 18.03 | 117% |
| Returns for 3 years | N/A | 63.63 | - |
| Returns for 5 years | N/A | 84.94 | - |
| Returns for 10 years | N/A | 224.15 | - |
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