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SSFRX vs VFINX
SSFRX vs VFINX Comparison
Open Charts SSFRX vs VFINX
State Street Equity 500 Index R
Price$494.89
Change-$0.62 (-0.13%)
VolumeN/A
Net Assets12.74B
Vanguard 500 Index Investor
Price$611.30
Change-$0.77 (-0.13%)
VolumeN/A
Net Assets1.37T
SSFRX vs VFINX Comparison Chart in %
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SSFRX vs. VFINX commentary
Sep 17, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SSFRX (12.7B). VFINX pays higher dividends than SSFRX: VFINX (1.07) vs SSFRX (0.89). SSFRX was incepted earlier than VFINX: SSFRX (20 years) vs VFINX (49 years). SSFRX (0.70) is less costly to investors than VFINX (0.14). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SSFRX: VFINX (0) vs SSFRX (25000000). SSFRX (18.21) and VFINX (17.48) have marching annual gain over last year. SSFRX (99.20) and VFINX (97.09) have equivalent 5 years return.
| SSFRX | VFINX | SSFRX / VFINX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | 13.009 | 12.776 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 1.37T | 1% |
| Annual Yield % from dividends | 0.89 | 1.07 | 84% |
| Returns for 1 year | 18.21 | 17.48 | 104% |
| Returns for 3 years | 72.72 | 70.79 | 103% |
| Returns for 5 years | 99.20 | 97.09 | 102% |
| Returns for 10 years | 227.74 | 239.44 | 95% |
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