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SBSDX vs VTSAX
SBSDX vs VTSAX Comparison
Open Charts SBSDX vs VTSAX
Franklin S&P 500 Index D
Price$45.79
Change-$0.75 (-1.61%)
VolumeN/A
Net Assets628.88M
Vanguard Total Stock Mkt Idx Adm
Price$139.61
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
SBSDX vs VTSAX Comparison Chart
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SBSDX vs. VTSAX commentary
May 22, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SBSDX (629M). VTSAX pays higher dividends than SBSDX: VTSAX (1.36) vs SBSDX (0.98). SBSDX was incepted earlier than VTSAX: SBSDX (27 years) vs VTSAX (25 years). SBSDX (0.39) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SBSDX (1.00). 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 : 12.43 vs. VTSAX (11.10). VTSAX return over 5 years is better than : 96.34 vs. SBSDX (88.72).
| SBSDX | VTSAX | SBSDX / VTSAX | |
| Total Expense Ratio | 0.34 | 0.04 | 850% |
| Annual Report Gross Expense Ratio | 0.39 | 0.04 | 975% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 1.416 | 0.776 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 1.72T | 0% |
| Annual Yield % from dividends | 0.98 | 1.36 | 72% |
| Returns for 1 year | 12.43 | 11.10 | 112% |
| Returns for 3 years | 52.80 | 49.89 | 106% |
| Returns for 5 years | 88.72 | 96.34 | 92% |
| Returns for 10 years | 133.64 | 175.17 | 76% |
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