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STBIX vs VFFSX
STBIX vs VFFSX Comparison
Open Charts STBIX vs VFFSX
State Street Equity 500 Index Svc
Price$437.09
Change-$0.20 (-0.05%)
VolumeN/A
Net Assets10.85B
Vanguard 500 Index Institutional Select
Price$286.30
Change-$0.12 (-0.04%)
VolumeN/A
Net Assets1.33T
STBIX vs VFFSX Comparison Chart
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STBIX vs. VFFSX commentary
May 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 Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.34T vs. STBIX (10.9B). STBIX (1.42) and VFFSX (1.37) have matching dividends . STBIX was incepted earlier than VFFSX: STBIX (22 years) vs VFFSX (9 years). STBIX (0.35) is less costly to investors than VFFSX (0.01). 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 annual gain was more profitable for investors over the last year : 11.29 vs. VFFSX (10.18). STBIX return over 5 years is better than : 103.66 vs. VFFSX (97.74).
| STBIX | VFFSX | STBIX / VFFSX | |
| Total Expense Ratio | 0.27 | 0.01 | 2,700% |
| Annual Report Gross Expense Ratio | 0.35 | 0.01 | 3,500% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | -0.230 | -0.448 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.34T | 1% |
| Annual Yield % from dividends | 1.42 | 1.37 | 104% |
| Returns for 1 year | 11.29 | 10.18 | 111% |
| Returns for 3 years | 50.57 | 47.20 | 107% |
| Returns for 5 years | 103.66 | 97.74 | 106% |
| Returns for 10 years | 175.90 | N/A | - |
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