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SBQIX vs VTSMX
SBQIX vs VTSMX Comparison
Open Charts SBQIX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$14.23
Change+$0.15 (+1.07%)
VolumeN/A
Net Assets2.18M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
SBQIX vs VTSMX Comparison Chart in %
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SBQIX vs. VTSMX commentary
Jun 27, 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 (2.18M). 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 : 11.43 vs. SBQIX (2.03). VTSMX return over 5 years is better than : 97.67 vs. SBQIX (34.48).
| 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 | 1.149 | 3.321 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 2.03 | 11.43 | 18% |
| Returns for 3 years | 38.58 | 54.19 | 71% |
| Returns for 5 years | 34.48 | 97.67 | 35% |
| Returns for 10 years | N/A | 190.87 | - |