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SBQUX vs VFINX
SBQUX vs VFINX Comparison
Open Charts SBQUX vs VFINX
AmericaFirst Alpha Trends Factor
Price$11.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.11M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SBQUX vs VFINX Comparison Chart
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SBQUX vs. VFINX commentary
May 11, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. SBQUX (2.11M). VFINX pays higher dividends than SBQUX: VFINX (1.25) vs SBQUX (0.00). SBQUX was incepted earlier than VFINX: SBQUX (8 years) vs VFINX (49 years). SBQUX (6.31) is less costly to investors than VFINX (0.14). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SBQUX: VFINX (0) vs SBQUX (1000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. SBQUX (-5.26). VFINX return over 5 years is better than : 93.15 vs. SBQUX (17.12).
| SBQUX | VFINX | SBQUX / VFINX | |
| Total Expense Ratio | 2.98 | 0.14 | 2,129% |
| Annual Report Gross Expense Ratio | 6.31 | 0.14 | 4,507% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | -6.400 | -3.683 | 174% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11M | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -5.26 | 8.59 | -61% |
| Returns for 3 years | 17.94 | 41.54 | 43% |
| Returns for 5 years | 17.12 | 93.15 | 18% |
| Returns for 10 years | N/A | 169.87 | - |
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