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STBIX vs VFINX
STBIX vs VFINX Comparison
Open Charts STBIX vs VFINX
State Street Equity 500 Index Svc
Price$494.11
Change-$0.21 (-0.04%)
VolumeN/A
Net Assets12.56B
Vanguard 500 Index Investor
Price$609.07
Change-$0.27 (-0.04%)
VolumeN/A
Net Assets1.37T
STBIX vs VFINX Comparison Chart in %
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STBIX vs. VFINX commentary
Sep 13, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. STBIX (12.6B). STBIX pays higher dividends than VFINX: STBIX (1.22) vs VFINX (1.07). STBIX was incepted earlier than VFINX: STBIX (23 years) vs VFINX (49 years). STBIX (0.35) is less costly to investors than VFINX (0.14). STBIX is a more actively managed with annual turnover of: 4.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than STBIX: VFINX (0) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 18.91 vs. VFINX (17.78). STBIX return over 5 years is better than : 102.85 vs. VFINX (97.22).
| STBIX | VFINX | STBIX / VFINX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | 12.781 | 12.273 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 1.37T | 1% |
| Annual Yield % from dividends | 1.22 | 1.07 | 114% |
| Returns for 1 year | 18.91 | 17.78 | 106% |
| Returns for 3 years | 71.19 | 67.53 | 105% |
| Returns for 5 years | 102.85 | 97.22 | 106% |
| Returns for 10 years | 233.51 | 232.89 | 100% |
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