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SUSIX vs VTSMX
SUSIX vs VTSMX Comparison
Open Charts SUSIX vs VTSMX
State Street Instl US Equity I
Price$13.03
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets315.56M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SUSIX vs VTSMX Comparison Chart in %
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SUSIX vs. VTSMX commentary
Jul 08, 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: 1.82T vs. SUSIX (316M). VTSMX pays higher dividends than SUSIX: VTSMX (1.12) vs SUSIX (0.78). 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 : 13.89 vs. SUSIX (-2.04). VTSMX return over 5 years is better than : 95.59 vs. SUSIX (6.15).
| 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 | 6.803 | 6.421 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 1.82T | 0% |
| Annual Yield % from dividends | 0.78 | 1.12 | 70% |
| Returns for 1 year | -2.04 | 13.89 | -15% |
| Returns for 3 years | 29.67 | 62.08 | 48% |
| Returns for 5 years | 6.15 | 95.59 | 6% |
| Returns for 10 years | -7.26 | 198.05 | -4% |
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