VTSMX vs VFIAX

Both VFIAX and VTSMX are mutual funds. VFIAX has a higher 5-year return than VTSMX (16.2% vs 15.45%). VFIAX has a lower expense ratio than VTSMX (0.04% vs 0.14%). Below is the comparison between VFIAX and VTSMX.

VFIAX VTSMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Vanguard Vanguard
Net Assets $453.24B $133.98B
Expense Ratio 0.04% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.24% 1.11%
Minimum Investment $10,000.00 $3,000.00
YTD Return -7.67% -8.51%
1-Year Return -3.01% -5.60%
3-Year Return 20.13% 19.20%
5-Year Return 16.20% 15.45%
10-Year Return 15.06% 14.57%

VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return -7.67%
1-Month Return -5.32%
3-Month Return -3.01%
1-Year Return -3.01%
3-Year Return 20.13%
5-Year Return 16.20%
10-Year Return 15.06%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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VTSMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSMX performance & returns

YTD Return -8.51%
1-Month Return -6.33%
3-Month Return -5.60%
1-Year Return -5.60%
3-Year Return 19.20%
5-Year Return 15.45%
10-Year Return 14.57%
VTSMX expense ratio is 0.14%.

VTSMX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

Other relevant VTSMX comparisons

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