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SBQIX vs VSMPX
SBQIX vs VSMPX Comparison
Open Charts SBQIX vs VSMPX
AmericaFirst Alpha Trends Factor
Price$12.57
Change+$0.88 (+7.53%)
VolumeN/A
Net Assets1.9M
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.66
Change+$21.22 (+9.54%)
VolumeN/A
Net Assets1.7T
SBQIX vs VSMPX Comparison Chart
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SBQIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SBQIX (1.9M). VSMPX pays higher dividends than SBQIX: VSMPX (1.37) 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 : -5.40 vs. SBQIX (-16.14). VSMPX return over 5 years is better than : 75.50 vs. SBQIX (15.63).
| 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 | -16.020 | -15.900 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -16.14 | -5.40 | 299% |
| Returns for 3 years | 0.09 | 8.78 | 1% |
| Returns for 5 years | 15.63 | 75.50 | 21% |
| Returns for 10 years | N/A | N/A | - |
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