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SSFRX vs VTSAX
SSFRX vs VTSAX Comparison
Open Charts SSFRX vs VTSAX
State Street Equity 500 Index R
Price$485.36
Change-$1.50 (-0.31%)
VolumeN/A
Net Assets12.44B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SSFRX vs VTSAX Comparison Chart in %
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SSFRX vs. VTSAX commentary
Sep 08, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SSFRX (12.4B). VTSAX pays higher dividends than SSFRX: VTSAX (1.16) vs SSFRX (0.89). 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 (18.55) and VTSAX (18.04) have marching annual gain over last year. SSFRX return over 5 years is better than : 91.24 vs. VTSAX (84.96).
| 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 | 10.694 | 10.346 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 1.95T | 1% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 18.55 | 18.04 | 103% |
| Returns for 3 years | 67.75 | 63.66 | 106% |
| Returns for 5 years | 91.24 | 84.96 | 107% |
| Returns for 10 years | 219.34 | 224.91 | 98% |
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