Ad is loading...
SUSIX vs VTSMX
SUSIX vs VTSMX Comparison
Open Charts SUSIX vs VTSMX
State Street Instl US Equity I
Price$11.29
Change+$0.24 (+2.17%)
VolumeN/A
Net Assets273.46M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SUSIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUSIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SUSIX (273M). 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 : 5.27 vs. SUSIX (-8.83). VTSMX return over 5 years is better than : 86.77 vs. SUSIX (-0.01).
| 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 | -9.426 | -9.023 | 104% |
| 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 | 1.25 | 69% |
| Returns for 1 year | -8.83 | 5.27 | -168% |
| Returns for 3 years | -0.71 | 22.56 | -3% |
| Returns for 5 years | -0.01 | 86.77 | -0% |
| Returns for 10 years | -22.24 | 150.14 | -15% |
View a ticker or compare two or three
VS
VS
Ad is loading...