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SSSWX vs VFIAX
SSSWX vs VFIAX Comparison
Open Charts SSSWX vs VFIAX
State Street Equity 500 Index I
Price$430.46
Change-$0.83 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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SSSWX vs VFIAX Comparison Chart
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SSSWX vs. VFIAX commentary
Sep 21, 2024
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 SSSWX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. SSSWX (7.03B). VFIAX pays higher dividends than SSSWX: VFIAX (1.32) vs SSSWX (1.12). SSSWX was incepted earlier than VFIAX: SSSWX (10 years) vs VFIAX (24 years). SSSWX is a more actively managed with annual turnover of: 4.00 vs. VFIAX (2.00). SSSWX has a lower initial minimum investment than VFIAX: SSSWX (0) vs VFIAX (3000). SSSWX (27.65) and VFIAX (26.45) have marching annual gain over last year. SSSWX (90.21) and VFIAX (87.65) have equivalent 5 years return.
| SSSWX | VFIAX | SSSWX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 18.880 | 18.190 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.24T | 1% |
| Annual Yield % from dividends | 1.12 | 1.32 | 85% |
| Returns for 1 year | 27.65 | 26.45 | 105% |
| Returns for 3 years | 28.36 | 26.76 | 106% |
| Returns for 5 years | 90.21 | 87.65 | 103% |
| Returns for 10 years | 183.40 | 182.25 | 101% |
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