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SUSIX vs VFINX
SUSIX vs VFINX Comparison
Open Charts SUSIX vs VFINX
State Street Instl US Equity I
Price$13.88
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets319.93M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SUSIX vs VFINX Comparison Chart in %
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SUSIX vs. VFINX commentary
Oct 19, 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: 1.41T vs. SUSIX (320M). VFINX pays higher dividends than SUSIX: VFINX (1.05) vs SUSIX (0.73). 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 : 14.15 vs. SUSIX (-0.47). VFINX return over 5 years is better than : 91.55 vs. SUSIX (-0.16).
| 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 | 13.770 | 13.407 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 1.41T | 0% |
| Annual Yield % from dividends | 0.73 | 1.05 | 70% |
| Returns for 1 year | -0.47 | 14.15 | -3% |
| Returns for 3 years | 41.98 | 79.37 | 53% |
| Returns for 5 years | -0.16 | 91.55 | -0% |
| Returns for 10 years | 2.15 | 228.72 | 1% |
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