SUSSX
Price
$16.98
Change
+$0.03 (+0.18%)
Updated
Dec 2 closing price
Net Assets
325.97M
VTSMX
Price
$163.76
Change
+$0.68 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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SUSSX vs VTSMX

Header iconSUSSX vs VTSMX Comparison
Open Charts SUSSX vs VTSMXBanner chart's image
State Street Instl US Equity Svc
Price$16.98
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets325.97M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
SUSSX vs VTSMX Comparison Chart in %
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VS
SUSSX vs. VTSMX commentary
Dec 04, 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 SUSSX is a StrongBuy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SUSSX (326M). VTSMX pays higher dividends than SUSSX: VTSMX (1.02) vs SUSSX (0.38). SUSSX was incepted earlier than VTSMX: SUSSX (25 years) vs VTSMX (34 years). SUSSX (0.64) is less costly to investors than VTSMX (0.14). SUSSX is a more actively managed with annual turnover of: 58.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUSSX: VTSMX (3000) vs SUSSX (10000000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. SUSSX (0.97). VTSMX return over 5 years is better than : 77.17 vs. SUSSX (4.78).
SUSSXVTSMXSUSSX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.640.14457%
Fund Existence25 years34 years-
Gain YTD16.41515.489106%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets326M2.05T0%
Annual Yield % from dividends0.381.0237%
Returns for 1 year0.9711.439%
Returns for 3 years37.3364.4058%
Returns for 5 years4.7877.176%
Returns for 10 years12.14223.015%
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