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FXAIX vs SSFRX
FXAIX vs SSFRX Comparison
Open Charts FXAIX vs SSFRX
State Street Equity 500 Index R
Price$469.75
Change+$3.94 (+0.85%)
VolumeN/A
Net Assets11.82B
FXAIX vs SSFRX Comparison Chart in %
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FXAIX vs. SSFRX commentary
Jul 06, 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 FXAIX is a Buy and SSFRX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. SSFRX (11.8B). FXAIX pays higher dividends than SSFRX: FXAIX (1.20) vs SSFRX (0.93). FXAIX was incepted earlier than SSFRX: FXAIX (14 years) vs SSFRX (20 years). SSFRX (0.70) is less costly to investors than FXAIX (0.01). SSFRX is a more actively managed with annual turnover of: 4.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SSFRX: FXAIX (0) vs SSFRX (25000000). FXAIX (14.92) and SSFRX (14.20) have marching annual gain over last year. FXAIX return over 5 years is better than : 116.25 vs. SSFRX (102.98).
| FXAIX | SSFRX | FXAIX / SSFRX | |
| Total Expense Ratio | 0.01 | 0.62 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.70 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 7.467 | 7.134 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 11.8B | 5,644% |
| Annual Yield % from dividends | 1.20 | 0.93 | 128% |
| Returns for 1 year | 14.92 | 14.20 | 105% |
| Returns for 3 years | 71.72 | 66.19 | 108% |
| Returns for 5 years | 116.25 | 102.98 | 113% |
| Returns for 10 years | 233.53 | 194.87 | 120% |