Interact to see
Advertisement
Advertisement
SBQAX vs VTSMX
SBQAX vs VTSMX Comparison
Open Charts SBQAX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$14.37
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets2.13M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SBQAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBQAX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. SBQAX (2.13M). VTSMX pays higher dividends than SBQAX: VTSMX (1.12) 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 : 17.75 vs. SBQAX (9.61). VTSMX return over 5 years is better than : 93.51 vs. SBQAX (31.47).
| 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 | 7.479 | 8.287 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 9.61 | 17.75 | 54% |
| Returns for 3 years | 44.57 | 60.60 | 74% |
| Returns for 5 years | 31.47 | 93.51 | 34% |
| Returns for 10 years | N/A | 200.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement