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STBIX vs VFINX
STBIX vs VFINX Comparison
Open Charts STBIX vs VFINX
State Street Equity 500 Index Svc
Price$470.40
Change+$3.96 (+0.85%)
VolumeN/A
Net Assets11.82B
Vanguard 500 Index Investor
Price$579.67
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
STBIX vs VFINX Comparison Chart in %
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STBIX vs. VFINX commentary
Jul 06, 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: 1.43T vs. STBIX (11.8B). STBIX pays higher dividends than VFINX: STBIX (1.28) vs VFINX (1.12). 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 : 14.60 vs. VFINX (13.50). STBIX return over 5 years is better than : 106.56 vs. VFINX (100.85).
| 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 | 7.324 | 6.806 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.43T | 1% |
| Annual Yield % from dividends | 1.28 | 1.12 | 114% |
| Returns for 1 year | 14.60 | 13.50 | 108% |
| Returns for 3 years | 67.95 | 64.34 | 106% |
| Returns for 5 years | 106.56 | 100.85 | 106% |
| Returns for 10 years | 204.39 | 204.03 | 100% |
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