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SUSIX vs VFINX
SUSIX vs VFINX Comparison
Open Charts SUSIX vs VFINX
State Street Instl US Equity I
Price$14.10
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets324.11M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
SUSIX vs VFINX Comparison Chart in %
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SUSIX vs. VFINX 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 SUSIX is a Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SUSIX (324M). 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 : 12.61 vs. SUSIX (0.19). VFINX return over 5 years is better than : 88.05 vs. SUSIX (-0.29).
| 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 | 14.710 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 1.46T | 0% |
| Annual Yield % from dividends | 0.71 | 1.02 | 70% |
| Returns for 1 year | 0.19 | 12.61 | 2% |
| Returns for 3 years | 36.68 | 70.37 | 52% |
| Returns for 5 years | -0.29 | 88.05 | -0% |
| Returns for 10 years | 4.91 | 228.28 | 2% |