Interact to see
Advertisement
Advertisement
SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$282.51
Change-$0.75 (-0.26%)
VolumeN/A
Net Assets1.6B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SVSPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVSPX vs. VTSMX commentary
Aug 17, 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: 1.91T vs. SVSPX (1.6B). VTSMX (1.09) and SVSPX (1.07) 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 : 16.21 vs. SVSPX (8.98). VTSMX return over 5 years is better than : 85.82 vs. SVSPX (24.07).
| 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 | 10.429 | 9.266 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 1.91T | 0% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 8.98 | 16.21 | 55% |
| Returns for 3 years | 19.56 | 46.80 | 42% |
| Returns for 5 years | 24.07 | 85.82 | 28% |
| Returns for 10 years | 67.29 | 202.54 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement