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SUSIX vs VTSAX
SUSIX vs VTSAX Comparison
Open Charts SUSIX vs VTSAX
State Street Instl US Equity I
Price$11.29
Change+$0.24 (+2.17%)
VolumeN/A
Net Assets273.46M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
SUSIX vs VTSAX Comparison Chart
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SUSIX vs. VTSAX commentary
Apr 25, 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: 1.7T vs. SUSIX (273M). VTSAX pays higher dividends than SUSIX: VTSAX (1.35) vs SUSIX (0.86). SUSIX was incepted earlier than VTSAX: SUSIX (27 years) vs VTSAX (24 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 : 5.27 vs. SUSIX (-8.83). VTSAX return over 5 years is better than : 86.80 vs. SUSIX (-0.01).
| SUSIX | VTSAX | SUSIX / VTSAX | |
| Total Expense Ratio | 0.39 | 0.04 | 975% |
| Annual Report Gross Expense Ratio | 0.39 | 0.04 | 975% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -9.426 | -9.019 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 1.7T | 0% |
| Annual Yield % from dividends | 0.86 | 1.35 | 63% |
| Returns for 1 year | -8.83 | 5.27 | -168% |
| Returns for 3 years | -0.71 | 22.59 | -3% |
| Returns for 5 years | -0.01 | 86.80 | -0% |
| Returns for 10 years | -22.24 | 150.71 | -15% |
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