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SBQIX vs VITSX
SBQIX vs VITSX Comparison
Open Charts SBQIX vs VITSX
AmericaFirst Alpha Trends Factor
Price$12.57
Change+$0.88 (+7.53%)
VolumeN/A
Net Assets1.9M
Vanguard Total Stock Market Idx I
Price$129.89
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
SBQIX vs VITSX Comparison Chart
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SBQIX vs. VITSX commentary
Apr 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 SBQIX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. SBQIX (1.9M). VITSX pays higher dividends than SBQIX: VITSX (1.36) vs SBQIX (0.00). SBQIX was incepted earlier than VITSX: SBQIX (8 years) vs VITSX (28 years). SBQIX (5.31) is less costly to investors than VITSX (0.03). SBQIX is a more actively managed with annual turnover of: 76.48 vs. VITSX (2.00). SBQIX has a lower initial minimum investment than VITSX: SBQIX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : -5.42 vs. SBQIX (-16.14). VITSX return over 5 years is better than : 75.44 vs. SBQIX (15.63).
| SBQIX | VITSX | SBQIX / VITSX | |
| Total Expense Ratio | 1.99 | 0.03 | 6,633% |
| Annual Report Gross Expense Ratio | 5.31 | 0.03 | 17,700% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -16.020 | -15.904 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -16.14 | -5.42 | 298% |
| Returns for 3 years | 0.09 | 8.75 | 1% |
| Returns for 5 years | 15.63 | 75.44 | 21% |
| Returns for 10 years | N/A | 131.99 | - |
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