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SSFRX vs VSTSX
SSFRX vs VSTSX Comparison
Open Charts SSFRX vs VSTSX
State Street Equity 500 Index R
Price$407.55
Change+$35.34 (+9.49%)
VolumeN/A
Net Assets7.9B
Vanguard Total Stock Mkt Idx Instl Sel
Price$255.75
Change+$22.28 (+9.54%)
VolumeN/A
Net Assets1.7T
SSFRX vs VSTSX Comparison Chart
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SSFRX vs. VSTSX commentary
Apr 11, 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: 1.7T vs. SSFRX (7.9B). VSTSX pays higher dividends than SSFRX: VSTSX (1.37) vs SSFRX (1.05). 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 : -3.66 vs. VSTSX (-5.40). SSFRX return over 5 years is better than : 81.02 vs. VSTSX (75.55).
| 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 | -15.112 | -15.900 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 1.7T | 0% |
| Annual Yield % from dividends | 1.05 | 1.37 | 77% |
| Returns for 1 year | -3.66 | -5.40 | 68% |
| Returns for 3 years | 12.52 | 8.81 | 142% |
| Returns for 5 years | 81.02 | 75.55 | 107% |
| Returns for 10 years | 130.70 | N/A | - |
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