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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$291.70
Change+$1.54 (+0.53%)
VolumeN/A
Net Assets1.62B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SVSPX vs VTSMX Comparison Chart in %
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SVSPX vs. VTSMX commentary
Oct 18, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SVSPX (1.62B). VTSMX (1.04) and SVSPX (1.00) have matching dividends . SVSPX was incepted earlier than VTSMX: SVSPX (33 years) vs VTSMX (34 years). SVSPX (0.17) is less costly to investors than VTSMX (0.14). SVSPX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than SVSPX: VTSMX (3000) vs SVSPX (10000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. SVSPX (6.82). VTSMX return over 5 years is better than : 84.86 vs. SVSPX (24.04).
| SVSPX | VTSMX | SVSPX / VTSMX | |
| Total Expense Ratio | 0.16 | 0.14 | 112% |
| Annual Report Gross Expense Ratio | 0.17 | 0.14 | 124% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 14.318 | 13.012 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 2.02T | 0% |
| Annual Yield % from dividends | 1.00 | 1.04 | 96% |
| Returns for 1 year | 6.82 | 13.79 | 49% |
| Returns for 3 years | 42.89 | 76.02 | 56% |
| Returns for 5 years | 24.04 | 84.86 | 28% |
| Returns for 10 years | 78.22 | 225.10 | 35% |
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