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SSSVX vs VTSMX
SSSVX vs VTSMX Comparison
Open Charts SSSVX vs VTSMX
State Street Equity 500 Index A
Price$487.58
Change+$1.55 (+0.32%)
VolumeN/A
Net Assets12.3B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SSSVX vs VTSMX Comparison Chart in %
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SSSVX vs. VTSMX commentary
Aug 30, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SSSVX (12.3B). VTSMX (1.09) and SSSVX (1.07) have matching dividends . SSSVX was incepted earlier than VTSMX: SSSVX (11 years) vs VTSMX (33 years). SSSVX (0.55) is less costly to investors than VTSMX (0.14). SSSVX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). SSSVX has a lower initial minimum investment than VTSMX: SSSVX (2000) vs VTSMX (3000). SSSVX annual gain was more profitable for investors over the last year : 16.84 vs. VTSMX (15.91). SSSVX return over 5 years is better than : 88.23 vs. VTSMX (80.22).
| SSSVX | VTSMX | SSSVX / VTSMX | |
| Total Expense Ratio | 0.47 | 0.14 | 336% |
| Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 10.766 | 10.125 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.91T | 1% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 16.84 | 15.91 | 106% |
| Returns for 3 years | 63.44 | 58.13 | 109% |
| Returns for 5 years | 88.23 | 80.22 | 110% |
| Returns for 10 years | 223.36 | 223.55 | 100% |
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