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SVSPX vs VTSMX
SVSPX vs VTSMX Comparison
Open Charts SVSPX vs VTSMX
State Street S&P 500 Index N
Price$284.15
Change-$0.87 (-0.31%)
VolumeN/A
Net Assets1.6B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SVSPX vs VTSMX Comparison Chart in %
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SVSPX vs. VTSMX commentary
Sep 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: 1.95T vs. SVSPX (1.6B). VTSMX (1.07) and SVSPX (1.05) 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 : 18.03 vs. SVSPX (10.32). VTSMX return over 5 years is better than : 84.94 vs. SVSPX (22.70).
| 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 | 11.070 | 10.330 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 1.95T | 0% |
| Annual Yield % from dividends | 1.05 | 1.07 | 98% |
| Returns for 1 year | 10.32 | 18.03 | 57% |
| Returns for 3 years | 32.36 | 63.63 | 51% |
| Returns for 5 years | 22.70 | 84.94 | 27% |
| Returns for 10 years | 78.90 | 224.15 | 35% |
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