Ad is loading...
SBQIX vs VSMPX
SBQIX vs VSMPX Comparison
Open Charts SBQIX vs VSMPX
DSS AmericaFirst Large Cap Shr Buyback I
Price$14.60
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets2.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
SBQIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBQIX vs. VSMPX commentary
Jan 19, 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. SBQIX (2.4M). VSMPX pays higher dividends than SBQIX: VSMPX (1.36) vs SBQIX (0.00). SBQIX was incepted earlier than VSMPX: SBQIX (8 years) vs VSMPX (10 years). SBQIX is a more actively managed with annual turnover of: 226.73 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 : 25.27 vs. SBQIX (19.77). VSMPX return over 5 years is better than : 76.14 vs. SBQIX (15.05).
| SBQIX | VSMPX | SBQIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.885 | 2.245 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 19.77 | 25.27 | 78% |
| Returns for 3 years | 22.79 | 29.00 | 79% |
| Returns for 5 years | 15.05 | 76.14 | 20% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ITGSX | 89.92 | 0.93 | +1.05% |
| VY® T. Rowe Price Growth Equity S | |||
| TLARX | 11.37 | 0.09 | +0.80% |
| Transamerica Large Core ESG R | |||
| HCACX | 25.25 | 0.18 | +0.72% |
| Hartford Capital Appreciation C | |||
| MSOIX | 39.36 | 0.13 | +0.33% |
| NYLI WMC Enduring Capital Class I | |||
| TRXIX | 11.44 | 0.03 | +0.26% |
| Catalyst/MAP Global Balanced I | |||