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STBIX vs VFFSX
STBIX vs VFFSX Comparison
Open Charts STBIX vs VFFSX
State Street Equity 500 Index Svc
Price$403.23
Change-$20.46 (-4.83%)
VolumeN/A
Net Assets8.82B
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
STBIX vs VFFSX Comparison Chart
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STBIX vs. VFFSX commentary
Apr 04, 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: 1.4T vs. STBIX (8.82B). STBIX pays higher dividends than VFFSX: STBIX (1.43) vs VFFSX (1.36). 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 : 9.98 vs. VFFSX (8.88). STBIX return over 5 years is better than : 134.73 vs. VFFSX (128.09).
| 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 | -3.333 | -3.583 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.82B | 1.4T | 1% |
| Annual Yield % from dividends | 1.43 | 1.36 | 105% |
| Returns for 1 year | 9.98 | 8.88 | 112% |
| Returns for 3 years | 26.74 | 23.90 | 112% |
| Returns for 5 years | 134.73 | 128.09 | 105% |
| Returns for 10 years | 173.70 | N/A | - |
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