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SSFRX vs VTSMX
SSFRX vs VTSMX Comparison
Open Charts SSFRX vs VTSMX
State Street Equity 500 Index R
Price$477.94
Change+$1.89 (+0.40%)
VolumeN/A
Net Assets12.06B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SSFRX vs VTSMX Comparison Chart in %
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SSFRX vs. VTSMX commentary
Jul 27, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SSFRX (12.1B). VTSMX pays higher dividends than SSFRX: VTSMX (1.12) vs SSFRX (0.93). SSFRX was incepted earlier than VTSMX: SSFRX (20 years) vs VTSMX (33 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 : 19.12 vs. VTSMX (17.75). SSFRX return over 5 years is better than : 100.97 vs. VTSMX (93.51).
| 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 | 33 years | - |
| Gain YTD | 9.002 | 8.287 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.91T | 1% |
| Annual Yield % from dividends | 0.93 | 1.12 | 83% |
| Returns for 1 year | 19.12 | 17.75 | 108% |
| Returns for 3 years | 64.92 | 60.60 | 107% |
| Returns for 5 years | 100.97 | 93.51 | 108% |
| Returns for 10 years | 196.53 | 200.97 | 98% |
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