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SUSIX vs VTSAX
SUSIX vs VTSAX Comparison
Open Charts SUSIX vs VTSAX
State Street Instl US Equity I
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets322.22M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SUSIX vs VTSAX Comparison Chart in %
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SUSIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SUSIX (322M). VTSAX pays higher dividends than SUSIX: VTSAX (1.18) vs SUSIX (0.76). 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 : 16.22 vs. SUSIX (1.27). VTSAX return over 5 years is better than : 85.86 vs. SUSIX (0.93).
| 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 | 10.738 | 9.275 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 1.91T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 1.27 | 16.22 | 8% |
| Returns for 3 years | 18.50 | 46.82 | 40% |
| Returns for 5 years | 0.93 | 85.86 | 1% |
| Returns for 10 years | -5.70 | 203.17 | -3% |
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