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SBQIX vs VTSMX
SBQIX vs VTSMX Comparison
Open Charts SBQIX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$12.57
Change+$0.88 (+7.53%)
VolumeN/A
Net Assets1.9M
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
SBQIX vs VTSMX Comparison Chart
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SBQIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SBQIX (1.9M). VTSMX pays higher dividends than SBQIX: VTSMX (1.25) vs SBQIX (0.00). SBQIX was incepted earlier than VTSMX: SBQIX (8 years) vs VTSMX (33 years). SBQIX (5.31) is less costly to investors than VTSMX (0.14). SBQIX is a more actively managed with annual turnover of: 76.48 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SBQIX: VTSMX (3000) vs SBQIX (1000000). VTSMX annual gain was more profitable for investors over the last year : -5.43 vs. SBQIX (-16.14). VTSMX return over 5 years is better than : 75.41 vs. SBQIX (15.63).
| SBQIX | VTSMX | SBQIX / VTSMX | |
| Total Expense Ratio | 1.99 | 0.14 | 1,421% |
| Annual Report Gross Expense Ratio | 5.31 | 0.14 | 3,793% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -16.020 | -15.905 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -16.14 | -5.43 | 297% |
| Returns for 3 years | 0.09 | 8.73 | 1% |
| Returns for 5 years | 15.63 | 75.41 | 21% |
| Returns for 10 years | N/A | 131.53 | - |
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