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SSSVX vs VTSMX
SSSVX vs VTSMX Comparison
Open Charts SSSVX vs VTSMX
State Street Equity 500 Index A
Price$470.47
Change+$3.95 (+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
SSSVX vs VTSMX Comparison Chart in %
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SSSVX 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 SSSVX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SSSVX (11.8B). VTSMX (1.12) and SSSVX (1.09) have matching dividends . SSSVX was incepted earlier than VTSMX: SSSVX (11 years) vs VTSMX (33 years). SSSVX (0.55) is less costly to investors than VTSMX (0.14). SSSVX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). SSSVX has a lower initial minimum investment than VTSMX: SSSVX (2000) vs VTSMX (3000). SSSVX (14.38) and VTSMX (13.89) have marching annual gain over last year. SSSVX return over 5 years is better than : 104.54 vs. VTSMX (95.59).
| SSSVX | VTSMX | SSSVX / VTSMX | |
| Total Expense Ratio | 0.47 | 0.14 | 336% |
| Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 7.220 | 6.421 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.82T | 1% |
| Annual Yield % from dividends | 1.09 | 1.12 | 98% |
| Returns for 1 year | 14.38 | 13.89 | 104% |
| Returns for 3 years | 66.97 | 62.08 | 108% |
| Returns for 5 years | 104.54 | 95.59 | 109% |
| Returns for 10 years | 199.03 | 198.05 | 100% |
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