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STBIX vs VFINX
STBIX vs VFINX Comparison
Open Charts STBIX vs VFINX
State Street Equity 500 Index Svc
Price$423.41
Change+$2.43 (+0.58%)
VolumeN/A
Net Assets9.83B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
STBIX vs VFINX Comparison Chart
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STBIX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. STBIX (9.83B). STBIX pays higher dividends than VFINX: STBIX (1.44) vs VFINX (1.25). STBIX was incepted earlier than VFINX: STBIX (22 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 : 9.23 vs. VFINX (8.59). STBIX return over 5 years is better than : 97.11 vs. VFINX (92.15).
| STBIX | VFINX | STBIX / VFINX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 22 years | 49 years | - |
| Gain YTD | -4.369 | -4.186 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83B | 1.34T | 1% |
| Annual Yield % from dividends | 1.44 | 1.25 | 115% |
| Returns for 1 year | 9.23 | 8.59 | 107% |
| Returns for 3 years | 39.22 | 41.15 | 95% |
| Returns for 5 years | 97.11 | 92.15 | 105% |
| Returns for 10 years | 165.88 | 167.70 | 99% |
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