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SBSDX vs VTSAX
SBSDX vs VTSAX Comparison
Open Charts SBSDX vs VTSAX
Franklin S&P 500 Index D
Price$46.98
Change-$0.82 (-1.72%)
VolumeN/A
Net Assets621.11M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SBSDX vs VTSAX Comparison Chart
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SBSDX vs. VTSAX 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 SBSDX is a Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SBSDX (621M). VTSAX pays higher dividends than SBSDX: VTSAX (1.35) vs SBSDX (1.02). SBSDX was incepted earlier than VTSAX: SBSDX (27 years) vs VTSAX (24 years). SBSDX is a more actively managed with annual turnover of: 3.00 vs. VTSAX (2.00). SBSDX has a lower initial minimum investment than VTSAX: SBSDX (0) vs VTSAX (3000). SBSDX annual gain was more profitable for investors over the last year : 19.02 vs. VTSAX (17.60). VTSAX return over 5 years is better than : 74.84 vs. SBSDX (69.48).
| SBSDX | VTSAX | SBSDX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.375 | 2.127 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 1.84T | 0% |
| Annual Yield % from dividends | 1.02 | 1.35 | 76% |
| Returns for 1 year | 19.02 | 17.60 | 108% |
| Returns for 3 years | 40.53 | 36.79 | 110% |
| Returns for 5 years | 69.48 | 74.84 | 93% |
| Returns for 10 years | 137.93 | 180.79 | 76% |
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