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SUSIX vs VTSAX
SUSIX vs VTSAX Comparison
Open Charts SUSIX vs VTSAX
State Street Instl US Equity I
Price$12.41
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets302.49M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SUSIX vs VTSAX Comparison Chart
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SUSIX vs. VTSAX commentary
Jan 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SUSIX (302M). VTSAX pays higher dividends than SUSIX: VTSAX (1.35) vs SUSIX (0.81). SUSIX was incepted earlier than VTSAX: SUSIX (27 years) vs VTSAX (24 years). SUSIX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SUSIX: VTSAX (3000) vs SUSIX (10000000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. SUSIX (10.33). VTSAX return over 5 years is better than : 76.10 vs. SUSIX (-1.29).
| SUSIX | VTSAX | SUSIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 1.721 | 2.241 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 1.78T | 0% |
| Annual Yield % from dividends | 0.81 | 1.35 | 60% |
| Returns for 1 year | 10.33 | 25.26 | 41% |
| Returns for 3 years | -20.32 | 28.96 | -70% |
| Returns for 5 years | -1.29 | 76.10 | -2% |
| Returns for 10 years | -8.18 | 195.63 | -4% |
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