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SUSIX vs VFINX
SUSIX vs VFINX Comparison
Open Charts SUSIX vs VFINX
State Street Instl US Equity I
Price$14.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets327.07M
Vanguard 500 Index Investor
Price$635.46
Change+$1.32 (+0.21%)
VolumeN/A
Net Assets1.48T
SUSIX vs VFINX Comparison Chart in %
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SUSIX vs. VFINX commentary
Dec 06, 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 SUSIX is a StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SUSIX (327M). VFINX pays higher dividends than SUSIX: VFINX (1.02) vs SUSIX (0.71). SUSIX was incepted earlier than VFINX: SUSIX (28 years) vs VFINX (49 years). SUSIX (0.39) is less costly to investors than VFINX (0.14). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUSIX: VFINX (0) vs SUSIX (10000000). VFINX annual gain was more profitable for investors over the last year : 12.71 vs. SUSIX (-0.98). VFINX return over 5 years is better than : 85.46 vs. SUSIX (-2.81).
| SUSIX | VFINX | SUSIX / VFINX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.14 | 279% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | 17.377 | 16.857 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 1.48T | 0% |
| Annual Yield % from dividends | 0.71 | 1.02 | 70% |
| Returns for 1 year | -0.98 | 12.71 | -8% |
| Returns for 3 years | 35.93 | 71.53 | 50% |
| Returns for 5 years | -2.81 | 85.46 | -3% |
| Returns for 10 years | 2.96 | 230.13 | 1% |
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