Ad is loading...
SBQUX vs VFIAX
SBQUX vs VFIAX Comparison
Open Charts SBQUX vs VFIAX
AmericaFirst Alpha Trends Factor
Price$11.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.11M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
SBQUX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBQUX vs. VFIAX commentary
May 09, 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 SBQUX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. SBQUX (2.11M). VFIAX pays higher dividends than SBQUX: VFIAX (1.36) vs SBQUX (0.00). SBQUX was incepted earlier than VFIAX: SBQUX (8 years) vs VFIAX (25 years). SBQUX (6.31) is less costly to investors than VFIAX (0.04). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VFIAX (2.00). SBQUX has a lower initial minimum investment than VFIAX: SBQUX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. SBQUX (-4.18). VFIAX return over 5 years is better than : 92.14 vs. SBQUX (17.12).
| SBQUX | VFIAX | SBQUX / VFIAX | |
| Total Expense Ratio | 2.98 | 0.04 | 7,450% |
| Annual Report Gross Expense Ratio | 6.31 | 0.04 | 15,775% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -6.400 | -4.178 | 153% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11M | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -4.18 | 8.60 | -49% |
| Returns for 3 years | 17.71 | 41.15 | 43% |
| Returns for 5 years | 17.12 | 92.14 | 19% |
| Returns for 10 years | N/A | 167.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...