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SVSPX vs VTSAX
SVSPX vs VTSAX Comparison
Open Charts SVSPX vs VTSAX
State Street S&P 500 Index N
Price$274.74
Change+$2.30 (+0.84%)
VolumeN/A
Net Assets1.56B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SVSPX vs VTSAX Comparison Chart in %
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SVSPX vs. VTSAX commentary
Jul 07, 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 SVSPX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SVSPX (1.56B). VTSAX pays higher dividends than SVSPX: VTSAX (1.21) vs SVSPX (1.09). SVSPX was incepted earlier than VTSAX: SVSPX (33 years) vs VTSAX (25 years). SVSPX (0.17) is less costly to investors than VTSAX (0.04). SVSPX (2.00) and VTSAX (2.00) have comparable annual turnover. VTSAX has a lower initial minimum investment than SVSPX: VTSAX (3000) vs SVSPX (10000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SVSPX (6.23). VTSAX return over 5 years is better than : 95.62 vs. SVSPX (30.23).
| SVSPX | VTSAX | SVSPX / VTSAX | |
| Total Expense Ratio | 0.16 | 0.04 | 393% |
| Annual Report Gross Expense Ratio | 0.17 | 0.04 | 435% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 7.392 | 6.416 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.82T | 0% |
| Annual Yield % from dividends | 1.09 | 1.21 | 90% |
| Returns for 1 year | 6.23 | 13.89 | 45% |
| Returns for 3 years | 31.10 | 62.12 | 50% |
| Returns for 5 years | 30.23 | 95.62 | 32% |
| Returns for 10 years | 65.30 | 198.69 | 33% |
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