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SSFRX vs VSTSX
SSFRX vs VSTSX Comparison
Open Charts SSFRX vs VSTSX
State Street Equity 500 Index R
Price$455.43
Change-$1.77 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
SSFRX vs VSTSX Comparison Chart
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SSFRX vs. VSTSX commentary
Dec 19, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. SSFRX (9.07B). VSTSX pays higher dividends than SSFRX: VSTSX (1.36) vs SSFRX (0.76). SSFRX was incepted earlier than VSTSX: SSFRX (20 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 (28.19) and VSTSX (26.94) have marching annual gain over last year. SSFRX (86.92) and VSTSX (84.26) 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 | 20 years | 8 years | - |
| Gain YTD | 27.797 | 26.417 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.07B | 1.84T | 0% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | 28.19 | 26.94 | 105% |
| Returns for 3 years | 30.94 | 27.95 | 111% |
| Returns for 5 years | 86.92 | 84.26 | 103% |
| Returns for 10 years | 184.86 | N/A | - |
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