Ad is loading...
SBQUX vs VTSMX
SBQUX vs VTSMX Comparison
Open Charts SBQUX vs VTSMX
DSS AmericaFirst Large Cap Shr Buyback U
Price$12.59
Change-$0.24 (-1.87%)
VolumeN/A
Net Assets2.3M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SBQUX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBQUX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SBQUX (2.3M). VTSMX pays higher dividends than SBQUX: VTSMX (1.26) vs SBQUX (0.00). SBQUX was incepted earlier than VTSMX: SBQUX (8 years) vs VTSMX (33 years). SBQUX is a more actively managed with annual turnover of: 226.73 vs. VTSMX (2.00). SBQUX has a lower initial minimum investment than VTSMX: SBQUX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 22.86 vs. SBQUX (9.28). VTSMX return over 5 years is better than : 79.09 vs. SBQUX (6.74).
| SBQUX | VTSMX | SBQUX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.640 | 4.603 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 9.28 | 22.86 | 41% |
| Returns for 3 years | 22.54 | 38.57 | 58% |
| Returns for 5 years | 6.74 | 79.09 | 9% |
| Returns for 10 years | N/A | 187.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...