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SBQUX vs VFIAX
SBQUX vs VFIAX Comparison
Open Charts SBQUX vs VFIAX
AmericaFirst Alpha Trends Factor
Price$12.89
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets2.03M
Vanguard 500 Index Admiral
Price$574.69
Change+$2.73 (+0.48%)
VolumeN/A
Net Assets1.43T
SBQUX vs VFIAX Comparison Chart in %
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SBQUX vs. VFIAX commentary
Jul 03, 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: 1.43T vs. SBQUX (2.03M). VFIAX pays higher dividends than SBQUX: VFIAX (1.21) 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 : 13.41 vs. SBQUX (2.24). VFIAX return over 5 years is better than : 98.43 vs. SBQUX (22.77).
| 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 | 2.240 | 5.518 | 41% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03M | 1.43T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 2.24 | 13.41 | 17% |
| Returns for 3 years | 38.76 | 62.36 | 62% |
| Returns for 5 years | 22.77 | 98.43 | 23% |
| Returns for 10 years | N/A | 199.18 | - |
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