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SBQUX vs VFIAX
SBQUX vs VFIAX Comparison
Open Charts SBQUX vs VFIAX
AmericaFirst Alpha Trends Factor
Price$11.45
Change+$0.21 (+1.87%)
VolumeN/A
Net Assets2.04M
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
SBQUX vs VFIAX Comparison Chart
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SBQUX vs. VFIAX commentary
Apr 25, 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: 1.32T vs. SBQUX (2.04M). VFIAX pays higher dividends than SBQUX: VFIAX (1.35) vs SBQUX (0.00). SBQUX was incepted earlier than VFIAX: SBQUX (8 years) vs VFIAX (24 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 : 6.05 vs. SBQUX (-7.87). VFIAX return over 5 years is better than : 89.56 vs. SBQUX (16.84).
| 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 | 24 years | - |
| Gain YTD | -10.080 | -8.543 | 118% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -7.87 | 6.05 | -130% |
| Returns for 3 years | 5.94 | 25.22 | 24% |
| Returns for 5 years | 16.84 | 89.56 | 19% |
| Returns for 10 years | N/A | 155.34 | - |