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SSSWX vs VTSMX
SSSWX vs VTSMX Comparison
Open Charts SSSWX vs VTSMX
State Street Equity 500 Index I
Price$488.98
Change+$4.09 (+0.84%)
VolumeN/A
Net Assets12.47B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SSSWX vs VTSMX Comparison Chart in %
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SSSWX vs. VTSMX commentary
Sep 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SSSWX (12.5B). SSSWX pays higher dividends than VTSMX: SSSWX (1.38) vs VTSMX (1.07). SSSWX was incepted earlier than VTSMX: SSSWX (11 years) vs VTSMX (33 years). SSSWX (0.30) is less costly to investors than VTSMX (0.14). SSSWX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). SSSWX has a lower initial minimum investment than VTSMX: SSSWX (0) vs VTSMX (3000). SSSWX annual gain was more profitable for investors over the last year : 19.55 vs. VTSMX (18.03). SSSWX return over 5 years is better than : 96.06 vs. VTSMX (84.94).
| SSSWX | VTSMX | SSSWX / VTSMX | |
| Total Expense Ratio | 0.22 | 0.14 | 157% |
| Annual Report Gross Expense Ratio | 0.30 | 0.14 | 214% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 11.408 | 10.330 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 1.95T | 1% |
| Annual Yield % from dividends | 1.38 | 1.07 | 129% |
| Returns for 1 year | 19.55 | 18.03 | 108% |
| Returns for 3 years | 70.62 | 63.63 | 111% |
| Returns for 5 years | 96.06 | 84.94 | 113% |
| Returns for 10 years | 233.11 | 224.15 | 104% |
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