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SUSIX vs VTSMX
SUSIX vs VTSMX Comparison
Open Charts SUSIX vs VTSMX
State Street Instl US Equity I
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets322.22M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SUSIX vs VTSMX Comparison Chart in %
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SUSIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SUSIX (322M). VTSMX pays higher dividends than SUSIX: VTSMX (1.09) vs SUSIX (0.76). SUSIX was incepted earlier than VTSMX: SUSIX (28 years) vs VTSMX (33 years). SUSIX (0.39) is less costly to investors than VTSMX (0.14). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUSIX: VTSMX (3000) vs SUSIX (10000000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. SUSIX (1.27). VTSMX return over 5 years is better than : 85.82 vs. SUSIX (0.93).
| SUSIX | VTSMX | SUSIX / VTSMX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.14 | 279% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 10.738 | 9.266 | 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 | 1.09 | 69% |
| Returns for 1 year | 1.27 | 16.21 | 8% |
| Returns for 3 years | 18.50 | 46.80 | 40% |
| Returns for 5 years | 0.93 | 85.82 | 1% |
| Returns for 10 years | -5.70 | 202.54 | -3% |
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