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SUSSX vs VTSMX
SUSSX vs VTSMX Comparison
Open Charts SUSSX vs VTSMX
State Street Instl US Equity Svc
Price$13.30
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets274.21M
Vanguard Total Stock Mkt Idx I
Price$128.52
Change+$1.05 (+0.82%)
VolumeN/A
Net Assets1.7T
SUSSX vs VTSMX Comparison Chart
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SUSSX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SUSSX (274M). VTSMX pays higher dividends than SUSSX: VTSMX (1.25) vs SUSSX (0.46). SUSSX was incepted earlier than VTSMX: SUSSX (24 years) vs VTSMX (33 years). SUSSX (0.64) is less costly to investors than VTSMX (0.14). SUSSX is a more actively managed with annual turnover of: 58.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUSSX: VTSMX (3000) vs SUSSX (10000000). VTSMX annual gain was more profitable for investors over the last year : 3.63 vs. SUSSX (-8.25). VTSMX return over 5 years is better than : 89.72 vs. SUSSX (10.28).
| SUSSX | VTSMX | SUSSX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -9.341 | -9.569 | 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 | 1.25 | 37% |
| Returns for 1 year | -8.25 | 3.63 | -227% |
| Returns for 3 years | 0.31 | 19.00 | 2% |
| Returns for 5 years | 10.28 | 89.72 | 11% |
| Returns for 10 years | -13.20 | 151.43 | -9% |
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