Interact to see
Advertisement
Advertisement
SSFRX vs VTSMX
SSFRX vs VTSMX Comparison
Open Charts SSFRX vs VTSMX
State Street Equity 500 Index R
Price$513.54
Change+$1.53 (+0.30%)
VolumeN/A
Net Assets13.52B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
SSFRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSFRX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SSFRX (13.5B). VTSMX pays higher dividends than SSFRX: VTSMX (1.02) vs SSFRX (0.84). SSFRX was incepted earlier than VTSMX: SSFRX (21 years) vs VTSMX (34 years). SSFRX (0.70) is less costly to investors than VTSMX (0.14). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SSFRX: VTSMX (3000) vs SSFRX (25000000). SSFRX annual gain was more profitable for investors over the last year : 13.36 vs. VTSMX (11.43). SSFRX return over 5 years is better than : 87.66 vs. VTSMX (77.17).
| SSFRX | VTSMX | SSFRX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 16.482 | 15.489 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 2.05T | 1% |
| Annual Yield % from dividends | 0.84 | 1.02 | 83% |
| Returns for 1 year | 13.36 | 11.43 | 117% |
| Returns for 3 years | 68.96 | 64.40 | 107% |
| Returns for 5 years | 87.66 | 77.17 | 114% |
| Returns for 10 years | 215.34 | 223.01 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement