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SUSSX vs VTSMX
SUSSX vs VTSMX Comparison
Open Charts SUSSX vs VTSMX
State Street Instl US Equity Svc
Price$14.75
Change-$0.24 (-1.60%)
VolumeN/A
Net Assets303.21M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SUSSX vs VTSMX Comparison Chart
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SUSSX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SUSSX (303M). VTSMX pays higher dividends than SUSSX: VTSMX (1.26) vs SUSSX (0.45). SUSSX was incepted earlier than VTSMX: SUSSX (24 years) vs VTSMX (33 years). SUSSX is a more actively managed with annual turnover of: 39.00 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 : 17.60 vs. SUSSX (3.67). VTSMX return over 5 years is better than : 74.84 vs. SUSSX (4.66).
| SUSSX | VTSMX | SUSSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 1.305 | 2.121 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 1.84T | 0% |
| Annual Yield % from dividends | 0.45 | 1.26 | 36% |
| Returns for 1 year | 3.67 | 17.60 | 21% |
| Returns for 3 years | 12.84 | 36.78 | 35% |
| Returns for 5 years | 4.66 | 74.84 | 6% |
| Returns for 10 years | -4.17 | 180.15 | -2% |
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