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SUSIX vs VFIAX
SUSIX vs VFIAX Comparison
Open Charts SUSIX vs VFIAX
State Street Instl US Equity I
Price$13.34
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets319.25M
Vanguard 500 Index Admiral
Price$588.72
Change-$1.42 (-0.24%)
VolumeN/A
Net Assets1.33T
SUSIX vs VFIAX Comparison Chart in %
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SUSIX vs. VFIAX commentary
Aug 12, 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 SUSIX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. SUSIX (319M). VFIAX pays higher dividends than SUSIX: VFIAX (1.18) vs SUSIX (0.76). SUSIX was incepted earlier than VFIAX: SUSIX (28 years) vs VFIAX (25 years). SUSIX (0.39) is less costly to investors than VFIAX (0.04). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SUSIX: VFIAX (3000) vs SUSIX (10000000). VFIAX annual gain was more profitable for investors over the last year : 19.62 vs. SUSIX (4.17). VFIAX return over 5 years is better than : 89.10 vs. SUSIX (-0.26).
| SUSIX | VFIAX | SUSIX / VFIAX | |
| Total Expense Ratio | 0.39 | 0.04 | 975% |
| Annual Report Gross Expense Ratio | 0.39 | 0.04 | 975% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 9.590 | 8.754 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.33T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 4.17 | 19.62 | 21% |
| Returns for 3 years | 17.88 | 49.31 | 36% |
| Returns for 5 years | -0.26 | 89.10 | -0% |
| Returns for 10 years | -6.39 | 205.50 | -3% |
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