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SUSIX vs VTSMX
SUSIX vs VTSMX Comparison
Open Charts SUSIX vs VTSMX
State Street Instl US Equity I
Price$11.11
Change-$0.53 (-4.55%)
VolumeN/A
Net Assets286.57M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SUSIX vs VTSMX Comparison Chart
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SUSIX vs. VTSMX commentary
Apr 04, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SUSIX (287M). VTSMX pays higher dividends than SUSIX: VTSMX (1.25) vs SUSIX (0.86). SUSIX was incepted earlier than VTSMX: SUSIX (27 years) vs VTSMX (33 years). SUSIX (0.39) is less costly to investors than VTSMX (0.14). SUSIX is a more actively managed with annual turnover of: 58.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUSIX: VTSMX (3000) vs SUSIX (10000000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. SUSIX (-6.56). VTSMX return over 5 years is better than : 126.23 vs. SUSIX (20.69).
| SUSIX | VTSMX | SUSIX / VTSMX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.14 | 279% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -4.590 | -3.986 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 1.81T | 0% |
| Annual Yield % from dividends | 0.86 | 1.25 | 69% |
| Returns for 1 year | -6.56 | 8.05 | -82% |
| Returns for 3 years | -2.48 | 21.01 | -12% |
| Returns for 5 years | 20.69 | 126.23 | 16% |
| Returns for 10 years | -17.10 | 166.80 | -10% |
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