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SSFRX vs VSTSX
SSFRX vs VSTSX Comparison
Open Charts SSFRX vs VSTSX
State Street Equity 500 Index R
Price$448.69
Change-$7.80 (-1.71%)
VolumeN/A
Net Assets9.27B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
SSFRX vs VSTSX Comparison Chart
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SSFRX vs. VSTSX commentary
Feb 23, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. SSFRX (9.27B). VSTSX pays higher dividends than SSFRX: VSTSX (1.36) vs SSFRX (0.76). SSFRX was incepted earlier than VSTSX: SSFRX (20 years) vs VSTSX (9 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 annual gain was more profitable for investors over the last year : 21.13 vs. VSTSX (19.86). SSFRX return over 5 years is better than : 85.88 vs. VSTSX (78.26).
| SSFRX | VSTSX | SSFRX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 4.110 | 4.069 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27B | 1.84T | 1% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | 21.13 | 19.86 | 106% |
| Returns for 3 years | 44.03 | 39.46 | 112% |
| Returns for 5 years | 85.88 | 78.26 | 110% |
| Returns for 10 years | 181.54 | N/A | - |
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