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SBQAX vs VSMPX
SBQAX vs VSMPX Comparison
Open Charts SBQAX vs VSMPX
AmericaFirst Alpha Trends Factor
Price$11.99
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets2.03M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
SBQAX vs VSMPX Comparison Chart
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SBQAX vs. VSMPX commentary
Apr 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 SBQAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SBQAX (2.03M). VSMPX pays higher dividends than SBQAX: VSMPX (1.37) vs SBQAX (0.00). SBQAX was incepted earlier than VSMPX: SBQAX (8 years) vs VSMPX (10 years). SBQAX (5.57) is less costly to investors than VSMPX (0.02). SBQAX is a more actively managed with annual turnover of: 76.48 vs. VSMPX (2.00). SBQAX has a lower initial minimum investment than VSMPX: SBQAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.61 vs. SBQAX (-7.34). VSMPX return over 5 years is better than : 81.44 vs. SBQAX (20.62).
| SBQAX | VSMPX | SBQAX / VSMPX | |
| Total Expense Ratio | 2.23 | 0.02 | 11,150% |
| Annual Report Gross Expense Ratio | 5.57 | 0.02 | 27,850% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -10.322 | -10.641 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -7.34 | 4.61 | -159% |
| Returns for 3 years | 5.36 | 17.85 | 30% |
| Returns for 5 years | 20.62 | 81.44 | 25% |
| Returns for 10 years | N/A | N/A | - |
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