Interact to see
Advertisement
Advertisement
SSFRX vs VTSAX
SSFRX vs VTSAX Comparison
Open Charts SSFRX vs VTSAX
State Street Equity 500 Index R
Price$482.68
Change-$1.32 (-0.27%)
VolumeN/A
Net Assets12.26B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SSFRX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSFRX vs. VTSAX commentary
Aug 17, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SSFRX (12.3B). VTSAX pays higher dividends than SSFRX: VTSAX (1.18) vs SSFRX (0.91). SSFRX was incepted earlier than VTSAX: SSFRX (20 years) vs VTSAX (25 years). SSFRX (0.70) is less costly to investors than VTSAX (0.04). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SSFRX: VTSAX (3000) vs SSFRX (25000000). SSFRX annual gain was more profitable for investors over the last year : 17.11 vs. VTSAX (16.22). SSFRX return over 5 years is better than : 93.38 vs. VTSAX (85.86).
| SSFRX | VTSAX | SSFRX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 10.083 | 9.275 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.91T | 1% |
| Annual Yield % from dividends | 0.91 | 1.18 | 77% |
| Returns for 1 year | 17.11 | 16.22 | 105% |
| Returns for 3 years | 51.59 | 46.82 | 110% |
| Returns for 5 years | 93.38 | 85.86 | 109% |
| Returns for 10 years | 198.48 | 203.17 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement