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SSFRX vs VTSMX
SSFRX vs VTSMX Comparison
Open Charts SSFRX vs VTSMX
State Street Equity 500 Index R
Price$504.84
Change-$8.51 (-1.66%)
VolumeN/A
Net Assets13.22B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SSFRX vs VTSMX Comparison Chart in %
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SSFRX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SSFRX (13.2B). VTSMX pays higher dividends than SSFRX: VTSMX (1.02) vs SSFRX (0.84). SSFRX was incepted earlier than VTSMX: SSFRX (20 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 : 15.21 vs. VTSMX (13.42). SSFRX return over 5 years is better than : 93.06 vs. VTSMX (83.98).
| SSFRX | VTSMX | SSFRX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 17.078 | 15.972 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 2.05T | 1% |
| Annual Yield % from dividends | 0.84 | 1.02 | 83% |
| Returns for 1 year | 15.21 | 13.42 | 113% |
| Returns for 3 years | 73.39 | 68.22 | 108% |
| Returns for 5 years | 93.06 | 83.98 | 111% |
| Returns for 10 years | 227.95 | 235.40 | 97% |
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