Interact to see
Advertisement
Advertisement
SUSIX vs VFINX
SUSIX vs VFINX Comparison
Open Charts SUSIX vs VFINX
State Street Instl US Equity I
Price$14.05
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets324.75M
Vanguard 500 Index Investor
Price$621.85
Change-$1.70 (-0.27%)
VolumeN/A
Net Assets1.41T
SUSIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUSIX vs. VFINX commentary
Oct 10, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. SUSIX (325M). VFINX pays higher dividends than SUSIX: VFINX (1.05) vs SUSIX (0.73). SUSIX was incepted earlier than VFINX: SUSIX (28 years) vs VFINX (49 years). SUSIX (0.39) is less costly to investors than VFINX (0.14). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUSIX: VFINX (0) vs SUSIX (10000000). VFINX annual gain was more profitable for investors over the last year : 16.67 vs. SUSIX (1.54). VFINX return over 5 years is better than : 94.47 vs. SUSIX (1.13).
| SUSIX | VFINX | SUSIX / VFINX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.14 | 279% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | 15.164 | 14.906 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 1.41T | 0% |
| Annual Yield % from dividends | 0.73 | 1.05 | 70% |
| Returns for 1 year | 1.54 | 16.67 | 9% |
| Returns for 3 years | 46.93 | 87.19 | 54% |
| Returns for 5 years | 1.13 | 94.47 | 1% |
| Returns for 10 years | 3.88 | 235.32 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement