Ad is loading...
SBQUX vs VTSMX
SBQUX vs VTSMX Comparison
Open Charts SBQUX vs VTSMX
AmericaFirst Alpha Trends Factor
Price$12.07
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets2.19M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SBQUX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBQUX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SBQUX (2.19M). VTSMX pays higher dividends than SBQUX: VTSMX (1.25) 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 : 7.35 vs. SBQUX (-5.08). VTSMX return over 5 years is better than : 124.42 vs. SBQUX (41.66).
| 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 | -4.240 | -4.752 | 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 | 1.25 | - |
| Returns for 1 year | -5.08 | 7.35 | -69% |
| Returns for 3 years | 11.56 | 21.00 | 55% |
| Returns for 5 years | 41.66 | 124.42 | 33% |
| Returns for 10 years | N/A | 166.40 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers