Ad is loading...
SBQUX vs VTSAX
SBQUX vs VTSAX Comparison
Open Charts SBQUX vs VTSAX
DSS AmericaFirst Large Cap Shr Buyback U
Price$13.12
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets2.4M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SBQUX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBQUX vs. VTSAX commentary
Jan 19, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SBQUX (2.4M). VTSAX pays higher dividends than SBQUX: VTSAX (1.35) vs SBQUX (0.00). SBQUX was incepted earlier than VTSAX: SBQUX (8 years) vs VTSAX (24 years). SBQUX is a more actively managed with annual turnover of: 226.73 vs. VTSAX (2.00). SBQUX has a lower initial minimum investment than VTSAX: SBQUX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. SBQUX (18.41). VTSAX return over 5 years is better than : 76.10 vs. SBQUX (7.19).
| SBQUX | VTSAX | SBQUX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 4.960 | 2.241 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 18.41 | 25.26 | 73% |
| Returns for 3 years | 18.84 | 28.96 | 65% |
| Returns for 5 years | 7.19 | 76.10 | 9% |
| Returns for 10 years | N/A | 195.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers