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SBQIX vs VTSMX
SBQIX vs VTSMX Comparison
Open Charts SBQIX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$13.69
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets2.14M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
SBQIX vs VTSMX Comparison Chart
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SBQIX vs. VTSMX commentary
Jun 06, 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: 1.82T vs. SBQIX (2.14M). VTSMX pays higher dividends than SBQIX: VTSMX (1.18) 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 : 11.39 vs. SBQIX (0.59). VTSMX return over 5 years is better than : 81.77 vs. SBQIX (23.49).
| 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 | -1.437 | 1.278 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 0.59 | 11.39 | 5% |
| Returns for 3 years | 23.27 | 42.44 | 55% |
| Returns for 5 years | 23.49 | 81.77 | 29% |
| Returns for 10 years | N/A | 181.22 | - |
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