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SBQUX vs VTSMX
SBQUX vs VTSMX Comparison
Open Charts SBQUX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$12.11
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.11M
Vanguard Total Stock Mkt Idx I
Price$141.23
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
SBQUX vs VTSMX Comparison Chart
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SBQUX vs. VTSMX commentary
Jun 02, 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: 1.72T vs. SBQUX (2.11M). 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 : 12.41 vs. SBQUX (-2.18). VTSMX return over 5 years is better than : 89.31 vs. SBQUX (17.23).
| 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 | -3.120 | 0.192 | -1,623% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -2.18 | 12.41 | -18% |
| Returns for 3 years | 17.69 | 40.90 | 43% |
| Returns for 5 years | 17.23 | 89.31 | 19% |
| Returns for 10 years | N/A | 174.81 | - |
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