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SBQUX vs VSMPX
SBQUX vs VSMPX Comparison
Open Charts SBQUX vs VSMPX
AmericaFirst Alpha Trends Factor
Price$11.47
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.08M
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
SBQUX vs VSMPX Comparison Chart
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SBQUX vs. VSMPX commentary
Apr 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SBQUX (2.08M). 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 : 7.98 vs. SBQUX (-5.61). VSMPX return over 5 years is better than : 90.72 vs. SBQUX (19.02).
| 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 | -8.400 | -7.125 | 118% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -5.61 | 7.98 | -70% |
| Returns for 3 years | 10.10 | 28.90 | 35% |
| Returns for 5 years | 19.02 | 90.72 | 21% |
| Returns for 10 years | N/A | 147.16 | - |
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