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STBIX vs VFFSX
STBIX vs VFFSX Comparison
Open Charts STBIX vs VFFSX
State Street Equity 500 Index Svc
Price$447.77
Change+$4.83 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$290.99
Change+$3.15 (+1.09%)
VolumeN/A
CapitalizationN/A
STBIX vs VFFSX Comparison Chart
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STBIX vs. VFFSX commentary
Dec 23, 2024
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 STBIX is a StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. STBIX (8.88B). VFFSX pays higher dividends than STBIX: VFFSX (1.33) vs STBIX (1.08). STBIX was incepted earlier than VFFSX: STBIX (22 years) vs VFFSX (9 years). STBIX is a more actively managed with annual turnover of: 4.00 vs. VFFSX (2.00). STBIX has a lower initial minimum investment than VFFSX: STBIX (25000000) vs VFFSX (5000000000). STBIX (25.91) and VFFSX (25.46) have marching annual gain over last year. STBIX (85.51) and VFFSX (84.97) have equivalent 5 years return.
| STBIX | VFFSX | STBIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 25.693 | 24.821 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 1.37T | 1% |
| Annual Yield % from dividends | 1.08 | 1.33 | 81% |
| Returns for 1 year | 25.91 | 25.46 | 102% |
| Returns for 3 years | 28.92 | 28.14 | 103% |
| Returns for 5 years | 85.51 | 84.97 | 101% |
| Returns for 10 years | 186.60 | N/A | - |
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