Ad is loading...
Ad is loading...
SSFRX vs VSTSX
SSFRX vs VSTSX Comparison
Open Charts SSFRX vs VSTSX
State Street Equity 500 Index R
Price$441.49
Change-$5.87 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
SSFRX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSFRX vs. VSTSX 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. SSFRX (7.53B). VSTSX pays higher dividends than SSFRX: VSTSX (1.36) vs SSFRX (0.76). SSFRX was incepted earlier than VSTSX: SSFRX (19 years) vs VSTSX (8 years). 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 (30.76) and VSTSX (30.56) have marching annual gain over last year. SSFRX (86.40) and VSTSX (83.83) have equivalent 5 years return.
| SSFRX | VSTSX | SSFRX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 23.885 | 22.443 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| 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 | 30.56 | 101% |
| Returns for 3 years | 24.87 | 19.98 | 124% |
| Returns for 5 years | 86.40 | 83.83 | 103% |
| Returns for 10 years | 179.01 | N/A | - |