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SBQUX vs VTSMX
SBQUX vs VTSMX Comparison
Open Charts SBQUX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$12.73
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets2.18M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
SBQUX vs VTSMX Comparison Chart in %
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SBQUX vs. VTSMX commentary
Jun 27, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SBQUX (2.18M). VTSMX pays higher dividends than SBQUX: VTSMX (1.18) vs SBQUX (0.00). SBQUX was incepted earlier than VTSMX: SBQUX (8 years) vs VTSMX (33 years). SBQUX (6.31) is less costly to investors than VTSMX (0.14). SBQUX is a more actively managed with annual turnover of: 76.48 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 : 11.43 vs. SBQUX (0.80). VTSMX return over 5 years is better than : 97.67 vs. SBQUX (25.40).
| SBQUX | VTSMX | SBQUX / VTSMX | |
| Total Expense Ratio | 2.98 | 0.14 | 2,129% |
| Annual Report Gross Expense Ratio | 6.31 | 0.14 | 4,507% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 0.720 | 3.321 | 22% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 0.80 | 11.43 | 7% |
| Returns for 3 years | 34.08 | 54.19 | 63% |
| Returns for 5 years | 25.40 | 97.67 | 26% |
| Returns for 10 years | N/A | 190.87 | - |