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SBQIX vs VTSAX
SBQIX vs VTSAX Comparison
Open Charts SBQIX vs VTSAX
AmericaFirst Alpha Trends Factor
Price$13.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.11M
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SBQIX vs VTSAX Comparison Chart
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SBQIX vs. VTSAX commentary
May 12, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SBQIX (2.11M). VTSAX pays higher dividends than SBQIX: VTSAX (1.36) vs SBQIX (0.00). SBQIX was incepted earlier than VTSAX: SBQIX (8 years) vs VTSAX (25 years). SBQIX (5.31) is less costly to investors than VTSAX (0.04). SBQIX is a more actively managed with annual turnover of: 76.48 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SBQIX: VTSAX (3000) vs SBQIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 7.95 vs. SBQIX (-4.11). VTSAX return over 5 years is better than : 89.19 vs. SBQIX (25.92).
| SBQIX | VTSAX | SBQIX / VTSAX | |
| Total Expense Ratio | 1.99 | 0.04 | 4,975% |
| Annual Report Gross Expense Ratio | 5.31 | 0.04 | 13,275% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -6.106 | -4.018 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -4.11 | 7.95 | -52% |
| Returns for 3 years | 21.92 | 40.09 | 55% |
| Returns for 5 years | 25.92 | 89.19 | 29% |
| Returns for 10 years | N/A | 165.84 | - |
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