Ad is loading...
SUSIX vs VTSMX
SUSIX vs VTSMX Comparison
Open Charts SUSIX vs VTSMX
State Street Instl US Equity I
Price$12.41
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets299.74M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SUSIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUSIX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. SUSIX (300M). VTSMX pays higher dividends than SUSIX: VTSMX (1.26) vs SUSIX (0.81). SUSIX was incepted earlier than VTSMX: SUSIX (27 years) vs VTSMX (33 years). SUSIX is a more actively managed with annual turnover of: 39.00 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 : 25.24 vs. SUSIX (10.33). VTSMX return over 5 years is better than : 76.07 vs. SUSIX (-1.29).
| SUSIX | VTSMX | SUSIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 1.721 | 2.241 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 1.78T | 0% |
| Annual Yield % from dividends | 0.81 | 1.26 | 64% |
| Returns for 1 year | 10.33 | 25.24 | 41% |
| Returns for 3 years | -20.32 | 28.94 | -70% |
| Returns for 5 years | -1.29 | 76.07 | -2% |
| Returns for 10 years | -8.18 | 194.99 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ODICX | 45.69 | 0.32 | +0.71% |
| Invesco Discovery C | |||
| KLCKX | 13.46 | 0.09 | +0.67% |
| Federated Hermes Kaufmann Large Cap R | |||
| MSLLX | 16.12 | 0.08 | +0.50% |
| Morgan Stanley Inst Passport ovrs eq L | |||
| BUIBX | 20.71 | 0.08 | +0.39% |
| Buffalo Flexible Allocation Inst | |||
| RISSX | 11.65 | N/A | N/A |
| RBC International Small Cap Equity A | |||