SBQUX
Price
$12.07
Change
+$0.10 (+0.84%)
Updated
Apr 2 closing price
Net Assets
2.19M
VITSX
Price
$135.38
Change
+$1.08 (+0.80%)
Updated
Apr 2 closing price
Net Assets
1.81T
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SBQUX vs VITSX

Header iconSBQUX vs VITSX Comparison
Open Charts SBQUX vs VITSXBanner chart's image
AmericaFirst Alpha Trends Factor
Price$12.07
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets2.19M
Vanguard Total Stock Market Idx I
Price$135.38
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SBQUX vs VITSX Comparison Chart
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SBQUX vs. VITSX commentary
Apr 04, 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 VITSX is a Hold.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. SBQUX (2.19M). VITSX pays higher dividends than SBQUX: VITSX (1.36) vs SBQUX (0.00). SBQUX was incepted earlier than VITSX: SBQUX (8 years) vs VITSX (28 years). SBQUX (6.31) is less costly to investors than VITSX (0.03). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VITSX (2.00). SBQUX has a lower initial minimum investment than VITSX: SBQUX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 7.36 vs. SBQUX (-5.08). VITSX return over 5 years is better than : 124.44 vs. SBQUX (41.66).
SBQUXVITSXSBQUX / VITSX
Total Expense Ratio2.980.039,933%
Annual Report Gross Expense Ratio6.310.0321,033%
Fund Existence8 years28 years-
Gain YTD-4.240-4.75589%
Front Load3%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.19M1.81T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year-5.087.36-69%
Returns for 3 years11.5621.0355%
Returns for 5 years41.66124.4433%
Returns for 10 yearsN/A166.92-
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