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SBQIX vs VTSMX
SBQIX vs VTSMX Comparison
Open Charts SBQIX vs VTSMX
DSS AmericaFirst Large Cap Shr Buyback I
Price$14.60
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets2.4M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SBQIX vs VTSMX Comparison Chart
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SBQIX vs. VTSMX commentary
Jan 19, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SBQIX (2.4M). 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 is a more actively managed with annual turnover of: 226.73 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 : 25.24 vs. SBQIX (19.77). VTSMX return over 5 years is better than : 76.07 vs. SBQIX (15.05).
| SBQIX | VTSMX | SBQIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 4.885 | 2.241 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 19.77 | 25.24 | 78% |
| Returns for 3 years | 22.79 | 28.94 | 79% |
| Returns for 5 years | 15.05 | 76.07 | 20% |
| Returns for 10 years | N/A | 194.99 | - |
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