Interact to see
Advertisement
Advertisement
SUSIX vs VTSAX
SUSIX vs VTSAX Comparison
Open Charts SUSIX vs VTSAX
State Street Instl US Equity I
Price$12.81
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets310.01M
Vanguard Total Stock Mkt Idx Adm
Price$147.67
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
SUSIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUSIX vs. VTSAX commentary
Jun 30, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SUSIX (310M). VTSAX pays higher dividends than SUSIX: VTSAX (1.28) vs SUSIX (0.82). SUSIX was incepted earlier than VTSAX: SUSIX (28 years) vs VTSAX (25 years). SUSIX (0.39) is less costly to investors than VTSAX (0.04). SUSIX is a more actively managed with annual turnover of: 58.00 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 : 12.75 vs. SUSIX (-2.75). VTSAX return over 5 years is better than : 100.43 vs. SUSIX (8.59).
| SUSIX | VTSAX | SUSIX / VTSAX | |
| 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 | 5.000 | 4.741 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 1.82T | 0% |
| Annual Yield % from dividends | 0.82 | 1.28 | 64% |
| Returns for 1 year | -2.75 | 12.75 | -22% |
| Returns for 3 years | 27.48 | 59.56 | 46% |
| Returns for 5 years | 8.59 | 100.43 | 9% |
| Returns for 10 years | -8.71 | 194.61 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement