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SBQAX vs VTSMX
SBQAX vs VTSMX Comparison
Open Charts SBQAX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$12.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.11M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SBQAX vs VTSMX Comparison Chart
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SBQAX vs. VTSMX commentary
May 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SBQAX (2.11M). VTSMX pays higher dividends than SBQAX: VTSMX (1.26) vs SBQAX (0.00). SBQAX was incepted earlier than VTSMX: SBQAX (8 years) vs VTSMX (33 years). SBQAX (5.57) is less costly to investors than VTSMX (0.14). SBQAX is a more actively managed with annual turnover of: 76.48 vs. VTSMX (2.00). SBQAX has a lower initial minimum investment than VTSMX: SBQAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.95 vs. SBQAX (-4.42). VTSMX return over 5 years is better than : 89.18 vs. SBQAX (23.18).
| SBQAX | VTSMX | SBQAX / VTSMX | |
| Total Expense Ratio | 2.23 | 0.14 | 1,593% |
| Annual Report Gross Expense Ratio | 5.57 | 0.14 | 3,979% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -6.208 | -4.022 | 154% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -4.42 | 7.95 | -56% |
| Returns for 3 years | 20.93 | 40.07 | 52% |
| Returns for 5 years | 23.18 | 89.18 | 26% |
| Returns for 10 years | N/A | 165.24 | - |
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