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SBSDX vs VTSAX
SBSDX vs VTSAX Comparison
Open Charts SBSDX vs VTSAX
Franklin S&P 500 Index D
Price$42.23
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets564.59M
Vanguard Total Stock Mkt Idx Adm
Price$128.38
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets1.7T
SBSDX vs VTSAX Comparison Chart
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SBSDX vs. VTSAX commentary
Apr 16, 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: 1.7T vs. SBSDX (565M). VTSAX pays higher dividends than SBSDX: VTSAX (1.35) vs SBSDX (0.98). SBSDX was incepted earlier than VTSAX: SBSDX (27 years) vs VTSAX (24 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 : 7.54 vs. VTSAX (5.82). VTSAX return over 5 years is better than : 90.37 vs. SBSDX (81.42).
| 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 | 24 years | - |
| Gain YTD | -7.823 | -8.827 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 1.7T | 0% |
| Annual Yield % from dividends | 0.98 | 1.35 | 72% |
| Returns for 1 year | 7.54 | 5.82 | 129% |
| Returns for 3 years | 23.70 | 20.00 | 119% |
| Returns for 5 years | 81.42 | 90.37 | 90% |
| Returns for 10 years | 117.36 | 154.05 | 76% |