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SBQUX vs VTSAX
SBQUX vs VTSAX Comparison
Open Charts SBQUX vs VTSAX
AmericaFirst Alpha Trends Factor
Price$12.07
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets2.19M
Vanguard Total Stock Mkt Idx Adm
Price$135.36
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SBQUX vs VTSAX Comparison Chart
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SBQUX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SBQUX (2.19M). 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 (6.31) is less costly to investors than VTSAX (0.04). SBQUX is a more actively managed with annual turnover of: 76.48 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 : 7.36 vs. SBQUX (-5.08). VTSAX return over 5 years is better than : 124.44 vs. SBQUX (41.66).
| SBQUX | VTSAX | SBQUX / VTSAX | |
| Total Expense Ratio | 2.98 | 0.04 | 7,450% |
| Annual Report Gross Expense Ratio | 6.31 | 0.04 | 15,775% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -4.240 | -4.756 | 89% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.08 | 7.36 | -69% |
| Returns for 3 years | 11.56 | 21.02 | 55% |
| Returns for 5 years | 41.66 | 124.44 | 33% |
| Returns for 10 years | N/A | 166.97 | - |
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