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SBSDX vs VTSAX
SBSDX vs VTSAX Comparison
Open Charts SBSDX vs VTSAX
Franklin S&P 500 Index D
Price$52.26
Change+$0.19 (+0.36%)
VolumeN/A
Net Assets729.03M
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
SBSDX vs VTSAX Comparison Chart in %
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SBSDX vs. VTSAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SBSDX (729M). VTSAX pays higher dividends than SBSDX: VTSAX (1.11) vs SBSDX (0.80). 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 : 12.56 vs. VTSAX (10.80). VTSAX (77.64) and SBSDX (74.21) have equivalent 5 years return.
| 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 | 13.467 | 11.966 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 2.05T | 0% |
| Annual Yield % from dividends | 0.80 | 1.11 | 72% |
| Returns for 1 year | 12.56 | 10.80 | 116% |
| Returns for 3 years | 67.13 | 63.88 | 105% |
| Returns for 5 years | 74.21 | 77.64 | 96% |
| Returns for 10 years | 163.71 | 214.45 | 76% |
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