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SBQIX vs VTSMX
SBQIX vs VTSMX Comparison
Open Charts SBQIX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$13.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.11M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SBQIX vs VTSMX Comparison Chart
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SBQIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SBQIX (2.11M). VTSMX pays higher dividends than SBQIX: VTSMX (1.26) 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 : 7.95 vs. SBQIX (-4.11). VTSMX return over 5 years is better than : 89.18 vs. SBQIX (25.92).
| 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 | -6.106 | -4.022 | 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 | 1.26 | - |
| Returns for 1 year | -4.11 | 7.95 | -52% |
| Returns for 3 years | 21.92 | 40.07 | 55% |
| Returns for 5 years | 25.92 | 89.18 | 29% |
| Returns for 10 years | N/A | 165.24 | - |