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SSFRX vs VITSX
SSFRX vs VITSX Comparison
Open Charts SSFRX vs VITSX
State Street Equity 500 Index R
Price$482.68
Change-$1.32 (-0.27%)
VolumeN/A
Net Assets12.26B
Vanguard Total Stock Market Idx I
Price$154.06
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SSFRX vs VITSX Comparison Chart in %
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SSFRX vs. VITSX commentary
Aug 18, 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 SSFRX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. SSFRX (12.3B). VITSX pays higher dividends than SSFRX: VITSX (1.19) vs SSFRX (0.91). SSFRX was incepted earlier than VITSX: SSFRX (20 years) vs VITSX (28 years). SSFRX (0.70) is less costly to investors than VITSX (0.03). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VITSX (2.00). VITSX has a lower initial minimum investment than SSFRX: VITSX (5000000) vs SSFRX (25000000). SSFRX annual gain was more profitable for investors over the last year : 17.11 vs. VITSX (16.21). SSFRX return over 5 years is better than : 93.38 vs. VITSX (85.84).
| SSFRX | VITSX | SSFRX / VITSX | |
| Total Expense Ratio | 0.62 | 0.03 | 2,067% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 10.083 | 9.274 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.91T | 1% |
| Annual Yield % from dividends | 0.91 | 1.19 | 76% |
| Returns for 1 year | 17.11 | 16.21 | 106% |
| Returns for 3 years | 51.59 | 46.82 | 110% |
| Returns for 5 years | 93.38 | 85.84 | 109% |
| Returns for 10 years | 198.48 | 203.16 | 98% |
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