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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-$0.06 (-0.44%)
VolumeN/A
Net Assets317.45M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SUSIX vs VTSMX Comparison Chart in %
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SUSIX vs. VTSMX commentary
Sep 09, 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: 1.95T vs. SUSIX (317M). VTSMX pays higher dividends than SUSIX: VTSMX (1.07) vs SUSIX (0.75). 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 : 18.03 vs. SUSIX (2.41). VTSMX return over 5 years is better than : 84.94 vs. SUSIX (-0.77).
| 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 | 10.330 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.95T | 0% |
| Annual Yield % from dividends | 0.75 | 1.07 | 70% |
| Returns for 1 year | 2.41 | 18.03 | 13% |
| Returns for 3 years | 30.90 | 63.63 | 49% |
| Returns for 5 years | -0.77 | 84.94 | -1% |
| Returns for 10 years | 1.02 | 224.15 | 0% |
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