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SBQUX vs VSMPX
SBQUX vs VSMPX Comparison
Open Charts SBQUX vs VSMPX
AmericaFirst Alpha Trends Factor
Price$12.07
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets2.19M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
SBQUX vs VSMPX Comparison Chart
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SBQUX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SBQUX (2.19M). VSMPX pays higher dividends than SBQUX: VSMPX (1.37) vs SBQUX (0.00). SBQUX was incepted earlier than VSMPX: SBQUX (8 years) vs VSMPX (10 years). SBQUX (6.31) is less costly to investors than VSMPX (0.02). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VSMPX (2.00). SBQUX has a lower initial minimum investment than VSMPX: SBQUX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.37 vs. SBQUX (-5.08). VSMPX return over 5 years is better than : 124.51 vs. SBQUX (41.66).
| SBQUX | VSMPX | SBQUX / VSMPX | |
| Total Expense Ratio | 2.98 | 0.02 | 14,900% |
| Annual Report Gross Expense Ratio | 6.31 | 0.02 | 31,550% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -4.240 | -4.751 | 89% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -5.08 | 7.37 | -69% |
| Returns for 3 years | 11.56 | 21.06 | 55% |
| Returns for 5 years | 41.66 | 124.51 | 33% |
| Returns for 10 years | N/A | N/A | - |