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SSFRX vs VFINX
SSFRX vs VFINX Comparison
Open Charts SSFRX vs VFINX
State Street Equity 500 Index R
Price$461.72
Change+$2.41 (+0.52%)
VolumeN/A
Net Assets11.69B
Vanguard 500 Index Investor
Price$571.30
Change+$3.00 (+0.53%)
VolumeN/A
Net Assets1.43T
SSFRX vs VFINX Comparison Chart in %
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SSFRX vs. VFINX commentary
Jul 01, 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: 1.43T vs. SSFRX (11.7B). VFINX pays higher dividends than SSFRX: VFINX (1.18) vs SSFRX (0.98). 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 annual gain was more profitable for investors over the last year : 13.36 vs. VFINX (12.62). SSFRX (107.60) and VFINX (105.98) 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 | 5.303 | 5.256 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.43T | 1% |
| Annual Yield % from dividends | 0.98 | 1.18 | 83% |
| Returns for 1 year | 13.36 | 12.62 | 106% |
| Returns for 3 years | 63.54 | 62.15 | 102% |
| Returns for 5 years | 107.60 | 105.98 | 102% |
| Returns for 10 years | 190.61 | 200.51 | 95% |
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