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SUSIX vs VTSAX
SUSIX vs VTSAX Comparison
Open Charts SUSIX vs VTSAX
State Street Instl US Equity I
Price$12.36
Change-$0.20 (-1.59%)
VolumeN/A
Net Assets303.21M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SUSIX vs VTSAX Comparison Chart
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SUSIX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SUSIX (303M). 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 : 17.60 vs. SUSIX (1.81). VTSAX return over 5 years is better than : 74.84 vs. SUSIX (-2.65).
| 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 | 1.311 | 2.127 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 1.84T | 0% |
| Annual Yield % from dividends | 0.81 | 1.35 | 60% |
| Returns for 1 year | 1.81 | 17.60 | 10% |
| Returns for 3 years | 9.06 | 36.79 | 25% |
| Returns for 5 years | -2.65 | 74.84 | -4% |
| Returns for 10 years | -13.24 | 180.79 | -7% |
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