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SSSWX vs VSMPX
SSSWX vs VSMPX Comparison
Open Charts SSSWX vs VSMPX
State Street Equity 500 Index I
Price$414.07
Change+$0.27 (+0.07%)
VolumeN/A
Net Assets9.58B
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.58
Change+$0.28 (+0.11%)
VolumeN/A
Net Assets1.7T
SSSWX vs VSMPX Comparison Chart
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SSSWX vs. VSMPX commentary
Apr 29, 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 SSSWX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SSSWX (9.58B). SSSWX pays higher dividends than VSMPX: SSSWX (1.61) vs VSMPX (1.37). SSSWX was incepted earlier than VSMPX: SSSWX (11 years) vs VSMPX (10 years). SSSWX (0.30) is less costly to investors than VSMPX (0.02). SSSWX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). SSSWX has a lower initial minimum investment than VSMPX: SSSWX (0) vs VSMPX (100000000). SSSWX annual gain was more profitable for investors over the last year : 9.72 vs. VSMPX (8.70). SSSWX (94.51) and VSMPX (92.00) have equivalent 5 years return.
| SSSWX | VSMPX | SSSWX / VSMPX | |
| Total Expense Ratio | 0.22 | 0.02 | 1,100% |
| Annual Report Gross Expense Ratio | 0.30 | 0.02 | 1,500% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -5.721 | -6.501 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.58B | 1.7T | 1% |
| Annual Yield % from dividends | 1.61 | 1.37 | 118% |
| Returns for 1 year | 9.72 | 8.70 | 112% |
| Returns for 3 years | 37.35 | 29.77 | 125% |
| Returns for 5 years | 94.51 | 92.00 | 103% |
| Returns for 10 years | 165.05 | 148.82 | 111% |