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SSFRX vs VSMPX
SSFRX vs VSMPX Comparison
Open Charts SSFRX vs VSMPX
State Street Equity 500 Index R
Price$441.49
Change-$5.87 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
SSFRX vs VSMPX Comparison Chart
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VS
VS
SSFRX vs. VSMPX commentary
Nov 18, 2024
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 StrongSell and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SSFRX (7.53B). VSMPX pays higher dividends than SSFRX: VSMPX (1.36) vs SSFRX (0.76). SSFRX was incepted earlier than VSMPX: SSFRX (19 years) vs VSMPX (10 years). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). SSFRX has a lower initial minimum investment than VSMPX: SSFRX (25000000) vs VSMPX (100000000). SSFRX (30.76) and VSMPX (30.55) have marching annual gain over last year. SSFRX (86.40) and VSMPX (83.80) have equivalent 5 years return.
| SSFRX | VSMPX | SSFRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 23.885 | 22.437 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 1.73T | 0% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | 30.76 | 30.55 | 101% |
| Returns for 3 years | 24.87 | 19.95 | 125% |
| Returns for 5 years | 86.40 | 83.80 | 103% |
| Returns for 10 years | 179.01 | N/A | - |
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