Interact to see
Advertisement
Advertisement
SSFRX vs VTSMX
SSFRX vs VTSMX Comparison
Open Charts SSFRX vs VTSMX
State Street Equity 500 Index R
Price$469.75
Change+$3.94 (+0.85%)
VolumeN/A
Net Assets11.82B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SSFRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSFRX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. SSFRX (11.8B). 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 (14.20) and VTSMX (13.89) have marching annual gain over last year. SSFRX return over 5 years is better than : 102.98 vs. VTSMX (95.59).
| 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 | 7.134 | 6.421 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.82T | 1% |
| Annual Yield % from dividends | 0.93 | 1.12 | 83% |
| Returns for 1 year | 14.20 | 13.89 | 102% |
| Returns for 3 years | 66.19 | 62.08 | 107% |
| Returns for 5 years | 102.98 | 95.59 | 108% |
| Returns for 10 years | 194.87 | 198.05 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ARKX | 23.93 | 0.31 | +1.31% |
| ARK Space Exploration & Innovation ETF | |||
| FXU | 42.45 | 0.31 | +0.74% |
| First Trust Utilities AlphaDEX® ETF | |||
| ABAKF | 2.24 | N/A | N/A |
| ABRDN ASIA-PAC INCOME FD | |||
| TSLZ | 1.65 | N/A | N/A |
| T-REX 2X Inverse Tesla Daily Target ETF | |||
| UNL | 8.65 | -0.08 | -0.97% |
| United States 12 Month Natural Gas | |||