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SSFRX vs VTSMX
SSFRX vs VTSMX Comparison
Open Charts SSFRX vs VTSMX
State Street Equity 500 Index R
Price$485.36
Change-$1.50 (-0.31%)
VolumeN/A
Net Assets12.44B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SSFRX vs VTSMX Comparison Chart in %
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SSFRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SSFRX (12.4B). VTSMX pays higher dividends than SSFRX: VTSMX (1.07) vs SSFRX (0.89). SSFRX was incepted earlier than VTSMX: SSFRX (20 years) vs VTSMX (33 years). SSFRX (0.70) is less costly to investors than VTSMX (0.14). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SSFRX: VTSMX (3000) vs SSFRX (25000000). SSFRX (18.55) and VTSMX (18.03) have marching annual gain over last year. SSFRX return over 5 years is better than : 91.24 vs. VTSMX (84.94).
| SSFRX | VTSMX | SSFRX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 10.694 | 10.330 | 104% |
| 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 | 1.07 | 84% |
| Returns for 1 year | 18.55 | 18.03 | 103% |
| Returns for 3 years | 67.75 | 63.63 | 106% |
| Returns for 5 years | 91.24 | 84.94 | 107% |
| Returns for 10 years | 219.34 | 224.15 | 98% |
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