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SBQAX vs VTSMX
SBQAX vs VTSMX Comparison
Open Charts SBQAX vs VTSMX
DSS AmericaFirst Large Cap Shr Buyback A
Price$14.04
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets2.38M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
SBQAX vs VTSMX Comparison Chart
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SBQAX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SBQAX (2.38M). 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 is a more actively managed with annual turnover of: 226.73 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 : 24.48 vs. SBQAX (15.89). VTSMX return over 5 years is better than : 83.05 vs. SBQAX (15.31).
| SBQAX | VTSMX | SBQAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 4.188 | 2.986 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38M | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 15.89 | 24.48 | 65% |
| Returns for 3 years | 24.26 | 31.83 | 76% |
| Returns for 5 years | 15.31 | 83.05 | 18% |
| Returns for 10 years | N/A | 196.61 | - |
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