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FXAIX vs STBIX
FXAIX vs STBIX Comparison
Open Charts FXAIX vs STBIX
State Street Equity 500 Index Svc
Price$423.41
Change+$2.43 (+0.58%)
VolumeN/A
Net Assets9.83B
FXAIX vs STBIX Comparison Chart
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FXAIX vs. STBIX commentary
May 09, 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 FXAIX is a Buy and STBIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. STBIX (9.83B). STBIX pays higher dividends than FXAIX: STBIX (1.44) vs FXAIX (1.34). FXAIX was incepted earlier than STBIX: FXAIX (14 years) vs STBIX (22 years). STBIX (0.35) is less costly to investors than FXAIX (0.01). STBIX is a more actively managed with annual turnover of: 4.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than STBIX: FXAIX (0) vs STBIX (25000000). FXAIX annual gain was more profitable for investors over the last year : 10.00 vs. STBIX (9.23). FXAIX return over 5 years is better than : 107.31 vs. STBIX (97.11).
| FXAIX | STBIX | FXAIX / STBIX | |
| Total Expense Ratio | 0.01 | 0.27 | 6% |
| Annual Report Gross Expense Ratio | 0.01 | 0.35 | 4% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -3.872 | -4.369 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 9.83B | 6,043% |
| Annual Yield % from dividends | 1.34 | 1.44 | 93% |
| Returns for 1 year | 10.00 | 9.23 | 108% |
| Returns for 3 years | 47.66 | 39.22 | 122% |
| Returns for 5 years | 107.31 | 97.11 | 111% |
| Returns for 10 years | 192.42 | 165.88 | 116% |
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