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SSSVX vs VFIAX
SSSVX vs VFIAX Comparison
Open Charts SSSVX vs VFIAX
State Street Equity 500 Index A
Price$423.36
Change-$0.25 (-0.06%)
VolumeN/A
Net Assets9.89B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SSSVX vs VFIAX Comparison Chart
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SSSVX vs. VFIAX commentary
May 11, 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 SSSVX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. SSSVX (9.89B). VFIAX pays higher dividends than SSSVX: VFIAX (1.36) vs SSSVX (1.23). SSSVX was incepted earlier than VFIAX: SSSVX (11 years) vs VFIAX (25 years). SSSVX (0.55) is less costly to investors than VFIAX (0.04). SSSVX is a more actively managed with annual turnover of: 4.00 vs. VFIAX (2.00). SSSVX has a lower initial minimum investment than VFIAX: SSSVX (2000) vs VFIAX (3000). SSSVX annual gain was more profitable for investors over the last year : 9.50 vs. VFIAX (8.59). SSSVX (97.06) and VFIAX (93.15) have equivalent 5 years return.
| SSSVX | VFIAX | SSSVX / VFIAX | |
| Total Expense Ratio | 0.47 | 0.04 | 1,175% |
| Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -3.516 | -3.675 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 1.34T | 1% |
| Annual Yield % from dividends | 1.23 | 1.36 | 91% |
| Returns for 1 year | 9.50 | 8.59 | 111% |
| Returns for 3 years | 44.00 | 41.54 | 106% |
| Returns for 5 years | 97.06 | 93.15 | 104% |
| Returns for 10 years | 165.90 | 169.85 | 98% |
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