Ad is loading...
STBIX vs VFIAX
STBIX vs VFIAX Comparison
Open Charts STBIX vs VFIAX
State Street Equity 500 Index Svc
Price$423.41
Change+$2.43 (+0.58%)
VolumeN/A
Net Assets9.83B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
STBIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STBIX vs. VFIAX commentary
May 09, 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. STBIX (9.83B). STBIX pays higher dividends than VFIAX: STBIX (1.44) vs VFIAX (1.36). STBIX was incepted earlier than VFIAX: STBIX (22 years) vs VFIAX (25 years). STBIX (0.35) is less costly to investors than VFIAX (0.04). STBIX is a more actively managed with annual turnover of: 4.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than STBIX: VFIAX (3000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 9.23 vs. VFIAX (8.60). STBIX return over 5 years is better than : 97.11 vs. VFIAX (92.14).
| STBIX | VFIAX | STBIX / VFIAX | |
| Total Expense Ratio | 0.27 | 0.04 | 675% |
| Annual Report Gross Expense Ratio | 0.35 | 0.04 | 875% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -4.369 | -4.178 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83B | 1.34T | 1% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 9.23 | 8.60 | 107% |
| Returns for 3 years | 39.22 | 41.15 | 95% |
| Returns for 5 years | 97.11 | 92.14 | 105% |
| Returns for 10 years | 165.88 | 167.68 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers