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SSSWX vs VSTSX
SSSWX vs VSTSX Comparison
Open Charts SSSWX vs VSTSX
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 Sel
Price$238.16
Change-$14.85 (-5.87%)
VolumeN/A
Net Assets1.81T
SSSWX vs VSTSX Comparison Chart
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SSSWX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SSSWX (8.4B). SSSWX pays higher dividends than VSTSX: SSSWX (1.61) vs VSTSX (1.37). SSSWX was incepted earlier than VSTSX: SSSWX (11 years) vs VSTSX (9 years). SSSWX (0.30) is less costly to investors than VSTSX (0.01). SSSWX is a more actively managed with annual turnover of: 4.00 vs. VSTSX (2.00). SSSWX has a lower initial minimum investment than VSTSX: SSSWX (0) vs VSTSX (5000000000). SSSWX annual gain was more profitable for investors over the last year : 6.18 vs. VSTSX (3.83). SSSWX return over 5 years is better than : 124.38 vs. VSTSX (114.89).
| SSSWX | VSTSX | SSSWX / VSTSX | |
| Total Expense Ratio | 0.22 | 0.01 | 2,200% |
| Annual Report Gross Expense Ratio | 0.30 | 0.01 | 3,000% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -7.961 | -8.862 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 3.83 | 161% |
| Returns for 3 years | 22.50 | 16.61 | 135% |
| Returns for 5 years | 124.38 | 114.89 | 108% |
| Returns for 10 years | 163.07 | N/A | - |
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