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SSFRX vs VSMPX
SSFRX vs VSMPX Comparison
Open Charts SSFRX vs VSMPX
State Street Equity 500 Index R
Price$504.84
Change-$8.51 (-1.66%)
VolumeN/A
Net Assets13.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
SSFRX vs VSMPX Comparison Chart in %
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SSFRX vs. VSMPX commentary
Nov 14, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SSFRX (13.2B). VSMPX pays higher dividends than SSFRX: VSMPX (1.12) vs SSFRX (0.84). SSFRX was incepted earlier than VSMPX: SSFRX (20 years) vs VSMPX (11 years). SSFRX (0.70) is less costly to investors than VSMPX (0.02). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). SSFRX has a lower initial minimum investment than VSMPX: SSFRX (25000000) vs VSMPX (100000000). SSFRX annual gain was more profitable for investors over the last year : 15.21 vs. VSMPX (13.44). SSFRX return over 5 years is better than : 93.06 vs. VSMPX (84.08).
| SSFRX | VSMPX | SSFRX / VSMPX | |
| Total Expense Ratio | 0.62 | 0.02 | 3,100% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 17.078 | 15.994 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 2.05T | 1% |
| Annual Yield % from dividends | 0.84 | 1.12 | 75% |
| Returns for 1 year | 15.21 | 13.44 | 113% |
| Returns for 3 years | 73.39 | 68.30 | 107% |
| Returns for 5 years | 93.06 | 84.08 | 111% |
| Returns for 10 years | 227.95 | 225.48 | 101% |
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