Interact to see
Advertisement
Advertisement
SBQUX vs VTSAX
SBQUX vs VTSAX Comparison
Open Charts SBQUX vs VTSAX
AmericaFirst Alpha Trends Factor
Price$12.02
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets2.18M
Vanguard Total Stock Mkt Idx Adm
Price$140.88
Change+$0.05 (+0.04%)
VolumeN/A
Net Assets1.72T
SBQUX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBQUX vs. VTSAX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SBQUX (2.18M). VTSAX pays higher dividends than SBQUX: VTSAX (1.36) vs SBQUX (0.00). SBQUX was incepted earlier than VTSAX: SBQUX (8 years) vs VTSAX (25 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 : 11.61 vs. SBQUX (-2.58). VTSAX return over 5 years is better than : 101.99 vs. SBQUX (23.92).
| 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 | 25 years | - |
| Gain YTD | -3.440 | -0.110 | 3,120% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -2.58 | 11.61 | -22% |
| Returns for 3 years | 20.46 | 44.39 | 46% |
| Returns for 5 years | 23.92 | 101.99 | 23% |
| Returns for 10 years | N/A | 173.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement