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STBIX vs VFINX ᐉ Comparison: Which is Better to Invest?
STBIX vs VFINX Comparison
Open Charts STBIX vs VFINX
State Street Equity 500 Index Svc
Price$344.64
Change-$0.66 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$420.82
Change-$0.82 (-0.19%)
VolumeN/A
CapitalizationN/A
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STBIX vs VFINX Comparison Chart
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STBIX vs. VFINX commentary
Nov 28, 2023
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: 851B vs. STBIX (4.73B). VFINX pays higher dividends than STBIX: VFINX (1.51) vs STBIX (0.75). STBIX was incepted earlier than VFINX: STBIX (21 years) vs VFINX (47 years). STBIX (0.35) is less costly to investors than VFINX (0.14). STBIX (2.00) and VFINX (2.00) have comparable annual turnover. VFINX has a lower initial minimum investment than STBIX: VFINX (0) vs STBIX (25000000). STBIX (13.37) and VFINX (13.02) have marching annual gain over last year. VFINX return over 5 years is better than : 65.72 vs. STBIX (60.91).
| STBIX | VFINX | STBIX / VFINX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 21 years | 47 years | - |
| Gain YTD | 20.017 | 18.843 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 851B | 1% |
| Annual Yield % from dividends | 0.75 | 1.51 | 50% |
| Returns for 1 year | 13.37 | 13.02 | 103% |
| Returns for 3 years | 26.35 | 25.09 | 105% |
| Returns for 5 years | 60.91 | 65.72 | 93% |
| Returns for 10 years | 155.96 | 158.09 | 99% |
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