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SUSSX vs VTSMX
SUSSX vs VTSMX Comparison
Open Charts SUSSX vs VTSMX
State Street Instl US Equity Svc
Price$16.52
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets319.93M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SUSSX vs VTSMX Comparison Chart in %
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SUSSX vs. VTSMX commentary
Oct 19, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SUSSX (320M). VTSMX pays higher dividends than SUSSX: VTSMX (1.04) vs SUSSX (0.39). 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 : 13.79 vs. SUSSX (1.29). VTSMX return over 5 years is better than : 84.86 vs. SUSSX (7.22).
| SUSSX | VTSMX | SUSSX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 13.462 | 13.012 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 2.02T | 0% |
| Annual Yield % from dividends | 0.39 | 1.04 | 37% |
| Returns for 1 year | 1.29 | 13.79 | 9% |
| Returns for 3 years | 46.84 | 76.02 | 62% |
| Returns for 5 years | 7.22 | 84.86 | 9% |
| Returns for 10 years | 12.66 | 225.10 | 6% |
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