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SUSIX vs VSMPX
SUSIX vs VSMPX Comparison
Open Charts SUSIX vs VSMPX
State Street Instl US Equity I
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets322.22M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
SUSIX vs VSMPX Comparison Chart in %
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SUSIX vs. VSMPX commentary
Aug 18, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SUSIX (322M). VSMPX pays higher dividends than SUSIX: VSMPX (1.20) vs SUSIX (0.76). SUSIX was incepted earlier than VSMPX: SUSIX (28 years) vs VSMPX (10 years). SUSIX (0.39) is less costly to investors than VSMPX (0.02). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VSMPX (2.00). SUSIX has a lower initial minimum investment than VSMPX: SUSIX (10000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. SUSIX (1.27). VSMPX return over 5 years is better than : 85.90 vs. SUSIX (0.93).
| SUSIX | VSMPX | SUSIX / VSMPX | |
| Total Expense Ratio | 0.39 | 0.02 | 1,950% |
| Annual Report Gross Expense Ratio | 0.39 | 0.02 | 1,950% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 10.738 | 9.284 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 1.91T | 0% |
| Annual Yield % from dividends | 0.76 | 1.20 | 63% |
| Returns for 1 year | 1.27 | 16.22 | 8% |
| Returns for 3 years | 18.50 | 46.86 | 39% |
| Returns for 5 years | 0.93 | 85.90 | 1% |
| Returns for 10 years | -5.70 | 193.56 | -3% |
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