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SBQIX vs VSMPX
SBQIX vs VSMPX Comparison
Open Charts SBQIX vs VSMPX
AmericaFirst Alpha Trends Factor
Price$13.69
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets2.14M
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
SBQIX vs VSMPX Comparison Chart
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SBQIX vs. VSMPX commentary
Jun 06, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SBQIX (2.14M). VSMPX pays higher dividends than SBQIX: VSMPX (1.29) vs SBQIX (0.00). SBQIX was incepted earlier than VSMPX: SBQIX (8 years) vs VSMPX (10 years). SBQIX (5.31) is less costly to investors than VSMPX (0.02). SBQIX is a more actively managed with annual turnover of: 76.48 vs. VSMPX (2.00). SBQIX has a lower initial minimum investment than VSMPX: SBQIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.41 vs. SBQIX (0.59). VSMPX return over 5 years is better than : 81.84 vs. SBQIX (23.49).
| SBQIX | VSMPX | SBQIX / VSMPX | |
| Total Expense Ratio | 1.99 | 0.02 | 9,950% |
| Annual Report Gross Expense Ratio | 5.31 | 0.02 | 26,550% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -1.437 | 1.298 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | 0.59 | 11.41 | 5% |
| Returns for 3 years | 23.27 | 42.50 | 55% |
| Returns for 5 years | 23.49 | 81.84 | 29% |
| Returns for 10 years | N/A | 172.88 | - |
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