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SSFRX vs VTSMX
SSFRX vs VTSMX Comparison
Open Charts SSFRX vs VTSMX
State Street Equity 500 Index R
Price$505.97
Change+$2.92 (+0.58%)
VolumeN/A
Net Assets13.05B
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
SSFRX vs VTSMX Comparison Chart in %
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SSFRX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. SSFRX (13.1B). VTSMX pays higher dividends than SSFRX: VTSMX (1.04) vs SSFRX (0.86). 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 (17.51) and VTSMX (16.77) have marching annual gain over last year. SSFRX return over 5 years is better than : 95.16 vs. VTSMX (86.59).
| 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 | 14.728 | 13.857 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 2.02T | 1% |
| Annual Yield % from dividends | 0.86 | 1.04 | 83% |
| Returns for 1 year | 17.51 | 16.77 | 104% |
| Returns for 3 years | 86.49 | 81.21 | 107% |
| Returns for 5 years | 95.16 | 86.59 | 110% |
| Returns for 10 years | 223.33 | 229.54 | 97% |
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