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SUSSX vs VTSAX
SUSSX vs VTSAX Comparison
Open Charts SUSSX vs VTSAX
State Street Instl US Equity Svc
Price$13.30
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets274.21M
Vanguard Total Stock Mkt Idx Adm
Price$128.38
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets1.7T
SUSSX vs VTSAX Comparison Chart
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SUSSX vs. VTSAX commentary
Apr 16, 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 SUSSX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SUSSX (274M). VTSAX pays higher dividends than SUSSX: VTSAX (1.35) vs SUSSX (0.46). SUSSX was incepted earlier than VTSAX: SUSSX (24 years) vs VTSAX (24 years). SUSSX (0.64) is less costly to investors than VTSAX (0.04). SUSSX is a more actively managed with annual turnover of: 58.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SUSSX: VTSAX (3000) vs SUSSX (10000000). VTSAX annual gain was more profitable for investors over the last year : 3.64 vs. SUSSX (-8.25). VTSAX return over 5 years is better than : 89.74 vs. SUSSX (10.28).
| SUSSX | VTSAX | SUSSX / VTSAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -9.341 | -9.572 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 1.7T | 0% |
| Annual Yield % from dividends | 0.46 | 1.35 | 34% |
| Returns for 1 year | -8.25 | 3.64 | -227% |
| Returns for 3 years | 0.31 | 19.02 | 2% |
| Returns for 5 years | 10.28 | 89.74 | 11% |
| Returns for 10 years | -13.20 | 151.98 | -9% |