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SUSIX vs VTSAX
SUSIX vs VTSAX Comparison
Open Charts SUSIX vs VTSAX
State Street Instl US Equity I
Price$12.39
Change-$0.15 (-1.20%)
VolumeN/A
Net Assets299.23M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SUSIX vs VTSAX Comparison Chart
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SUSIX vs. VTSAX commentary
Jun 16, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SUSIX (299M). VTSAX pays higher dividends than SUSIX: VTSAX (1.28) vs SUSIX (0.82). SUSIX was incepted earlier than VTSAX: SUSIX (28 years) vs VTSAX (25 years). SUSIX (0.39) is less costly to investors than VTSAX (0.04). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SUSIX: VTSAX (3000) vs SUSIX (10000000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. SUSIX (-5.08). VTSAX return over 5 years is better than : 91.40 vs. SUSIX (4.01).
| SUSIX | VTSAX | SUSIX / VTSAX | |
| Total Expense Ratio | 0.39 | 0.04 | 975% |
| Annual Report Gross Expense Ratio | 0.39 | 0.04 | 975% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 1.557 | 1.365 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.82T | 0% |
| Annual Yield % from dividends | 0.82 | 1.28 | 64% |
| Returns for 1 year | -5.08 | 10.07 | -50% |
| Returns for 3 years | 26.11 | 57.61 | 45% |
| Returns for 5 years | 4.01 | 91.40 | 4% |
| Returns for 10 years | -13.19 | 179.53 | -7% |
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