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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SVSPX vs VTSMX Comparison Chart in %
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SVSPX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SVSPX (1.56B). VTSMX (1.12) and SVSPX (1.09) have matching dividends . SVSPX was incepted earlier than VTSMX: SVSPX (33 years) vs VTSMX (33 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 : 13.89 vs. SVSPX (6.23). VTSMX return over 5 years is better than : 95.59 vs. SVSPX (30.23).
| 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 | 33 years | - |
| Gain YTD | 7.392 | 6.421 | 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 | 1.12 | 98% |
| Returns for 1 year | 6.23 | 13.89 | 45% |
| Returns for 3 years | 31.10 | 62.08 | 50% |
| Returns for 5 years | 30.23 | 95.59 | 32% |
| Returns for 10 years | 65.30 | 198.05 | 33% |
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