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STBIX vs VFFSX
STBIX vs VFFSX Comparison
Open Charts STBIX vs VFFSX
State Street Equity 500 Index Svc
Price$453.76
Change+$2.76 (+0.61%)
VolumeN/A
Net Assets9.1B
Vanguard 500 Index Institutional Select
Price$297.94
Change+$1.82 (+0.61%)
VolumeN/A
Net Assets1.35T
STBIX vs VFFSX Comparison Chart
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STBIX vs. VFFSX commentary
Jan 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 STBIX is a Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. STBIX (9.1B). 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 (26.50) and VFFSX (25.24) have marching annual gain over last year. STBIX return over 5 years is better than : 90.81 vs. VFFSX (84.90).
| 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 | 3.527 | 3.541 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.1B | 1.35T | 1% |
| Annual Yield % from dividends | 1.08 | 1.33 | 81% |
| Returns for 1 year | 26.50 | 25.24 | 105% |
| Returns for 3 years | 41.78 | 38.58 | 108% |
| Returns for 5 years | 90.81 | 84.90 | 107% |
| Returns for 10 years | 198.40 | N/A | - |
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