Interact to see
Advertisement
Advertisement
SSFRX vs VITSX
SSFRX vs VITSX Comparison
Open Charts SSFRX vs VITSX
State Street Equity 500 Index R
Price$505.97
Change+$2.92 (+0.58%)
VolumeN/A
Net Assets13.05B
Vanguard Total Stock Market Idx I
Price$161.52
Change+$1.03 (+0.64%)
VolumeN/A
Net Assets2.02T
SSFRX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSFRX vs. VITSX commentary
Oct 09, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.02T vs. SSFRX (13.1B). VITSX pays higher dividends than SSFRX: VITSX (1.14) vs SSFRX (0.86). SSFRX was incepted earlier than VITSX: SSFRX (20 years) vs VITSX (28 years). SSFRX (0.70) is less costly to investors than VITSX (0.03). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VITSX (2.00). VITSX has a lower initial minimum investment than SSFRX: VITSX (5000000) vs SSFRX (25000000). SSFRX (17.51) and VITSX (16.78) have marching annual gain over last year. SSFRX return over 5 years is better than : 95.16 vs. VITSX (86.62).
| SSFRX | VITSX | SSFRX / VITSX | |
| Total Expense Ratio | 0.62 | 0.03 | 2,067% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 14.728 | 13.859 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 2.02T | 1% |
| Annual Yield % from dividends | 0.86 | 1.14 | 76% |
| Returns for 1 year | 17.51 | 16.78 | 104% |
| Returns for 3 years | 86.49 | 81.26 | 106% |
| Returns for 5 years | 95.16 | 86.62 | 110% |
| Returns for 10 years | 223.33 | 230.20 | 97% |