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SSFRX vs VSTSX
SSFRX vs VSTSX Comparison
Open Charts SSFRX vs VSTSX
State Street Equity 500 Index R
Price$436.87
Change-$7.14 (-1.61%)
VolumeN/A
Net Assets11.02B
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.93
Change-$4.86 (-1.74%)
VolumeN/A
Net Assets1.72T
SSFRX vs VSTSX Comparison Chart
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SSFRX vs. VSTSX commentary
May 22, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. SSFRX (11B). VSTSX pays higher dividends than SSFRX: VSTSX (1.38) vs SSFRX (1.04). SSFRX was incepted earlier than VSTSX: SSFRX (20 years) vs VSTSX (9 years). SSFRX (0.70) is less costly to investors than VSTSX (0.01). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VSTSX (2.00). SSFRX has a lower initial minimum investment than VSTSX: SSFRX (25000000) vs VSTSX (5000000000). SSFRX annual gain was more profitable for investors over the last year : 12.40 vs. VSTSX (11.12). SSFRX return over 5 years is better than : 103.41 vs. VSTSX (96.47).
| SSFRX | VSTSX | SSFRX / VSTSX | |
| Total Expense Ratio | 0.62 | 0.01 | 6,200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.01 | 7,000% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 1.263 | 0.785 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.72T | 1% |
| Annual Yield % from dividends | 1.04 | 1.38 | 76% |
| Returns for 1 year | 12.40 | 11.12 | 112% |
| Returns for 3 years | 54.26 | 49.97 | 109% |
| Returns for 5 years | 103.41 | 96.47 | 107% |
| Returns for 10 years | 171.65 | N/A | - |
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