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SSSWX vs VSMPX
SSSWX vs VSMPX Comparison
Open Charts SSSWX vs VSMPX
State Street Equity 500 Index I
Price$379.91
Change-$24.06 (-5.96%)
VolumeN/A
Net Assets8.4B
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.91
Change-$14.15 (-5.87%)
VolumeN/A
Net Assets1.81T
SSSWX vs VSMPX Comparison Chart
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SSSWX vs. VSMPX commentary
Apr 06, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SSSWX (8.4B). 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 : 6.18 vs. VSMPX (3.82). SSSWX return over 5 years is better than : 124.38 vs. VSMPX (114.83).
| 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 | -7.961 | -8.860 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.4B | 1.81T | 0% |
| Annual Yield % from dividends | 1.61 | 1.37 | 118% |
| Returns for 1 year | 6.18 | 3.82 | 162% |
| Returns for 3 years | 22.50 | 16.58 | 136% |
| Returns for 5 years | 124.38 | 114.83 | 108% |
| Returns for 10 years | 163.07 | N/A | - |
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