Ad is loading...
SSSVX vs VFINX
SSSVX vs VFINX Comparison
Open Charts SSSVX vs VFINX
State Street Equity 500 Index A
Price$423.36
Change-$0.25 (-0.06%)
VolumeN/A
Net Assets9.89B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SSSVX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSSVX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. SSSVX (9.89B). VFINX (1.25) and SSSVX (1.23) have matching dividends . SSSVX was incepted earlier than VFINX: SSSVX (11 years) vs VFINX (49 years). SSSVX (0.55) is less costly to investors than VFINX (0.14). SSSVX is a more actively managed with annual turnover of: 4.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SSSVX: VFINX (0) vs SSSVX (2000). SSSVX annual gain was more profitable for investors over the last year : 9.50 vs. VFINX (8.59). SSSVX (97.06) and VFINX (93.15) have equivalent 5 years return.
| SSSVX | VFINX | SSSVX / VFINX | |
| Total Expense Ratio | 0.47 | 0.14 | 336% |
| Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | -3.516 | -3.683 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 1.34T | 1% |
| Annual Yield % from dividends | 1.23 | 1.25 | 99% |
| 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 | 169.87 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...