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SSFRX vs VFIAX
SSFRX vs VFIAX Comparison
Open Charts SSFRX vs VFIAX
State Street Equity 500 Index R
Price$469.88
Change+$1.35 (+0.29%)
VolumeN/A
Net Assets11.82B
Vanguard 500 Index Admiral
Price$577.86
Change-$1.91 (-0.33%)
VolumeN/A
Net Assets1.49T
SSFRX vs VFIAX Comparison Chart in %
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SSFRX vs. VFIAX commentary
Jul 12, 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 SSFRX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. SSFRX (11.8B). VFIAX pays higher dividends than SSFRX: VFIAX (1.21) vs SSFRX (0.93). SSFRX was incepted earlier than VFIAX: SSFRX (20 years) vs VFIAX (25 years). SSFRX (0.70) is less costly to investors than VFIAX (0.04). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SSFRX: VFIAX (3000) vs SSFRX (25000000). VFIAX annual gain was more profitable for investors over the last year : 12.54 vs. SSFRX (11.92). SSFRX (98.95) and VFIAX (97.39) have equivalent 5 years return.
| SSFRX | VFIAX | SSFRX / VFIAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 6.856 | 6.843 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.49T | 1% |
| Annual Yield % from dividends | 0.93 | 1.21 | 77% |
| Returns for 1 year | 11.92 | 12.54 | 95% |
| Returns for 3 years | 64.46 | 64.61 | 100% |
| Returns for 5 years | 98.95 | 97.39 | 102% |
| Returns for 10 years | 189.81 | 198.19 | 96% |
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