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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$295.04
Change-$4.97 (-1.66%)
VolumeN/A
Net Assets1.62B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SVSPX vs VTSMX Comparison Chart in %
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SVSPX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. SVSPX (1.62B). VTSMX (1.02) and SVSPX (0.98) 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 : 13.42 vs. SVSPX (7.20). VTSMX return over 5 years is better than : 83.98 vs. SVSPX (23.79).
| 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 | 17.575 | 15.972 | 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 | 2.05T | 0% |
| Annual Yield % from dividends | 0.98 | 1.02 | 96% |
| Returns for 1 year | 7.20 | 13.42 | 54% |
| Returns for 3 years | 36.78 | 68.22 | 54% |
| Returns for 5 years | 23.79 | 83.98 | 28% |
| Returns for 10 years | 83.72 | 235.40 | 36% |
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