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STBIX vs VITSX
STBIX vs VITSX Comparison
Open Charts STBIX vs VITSX
State Street Equity 500 Index Svc
Price$500.48
Change+$2.62 (+0.53%)
VolumeN/A
Net Assets12.94B
Vanguard Total Stock Market Idx I
Price$159.31
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
STBIX vs VITSX Comparison Chart in %
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STBIX vs. VITSX commentary
Oct 18, 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 Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.02T vs. STBIX (12.9B). STBIX (1.18) and VITSX (1.14) have matching dividends . STBIX was incepted earlier than VITSX: STBIX (23 years) vs VITSX (28 years). STBIX (0.35) is less costly to investors than VITSX (0.03). STBIX is a more actively managed with annual turnover of: 4.00 vs. VITSX (2.00). VITSX has a lower initial minimum investment than STBIX: VITSX (5000000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 14.60 vs. VITSX (13.27). STBIX return over 5 years is better than : 95.72 vs. VITSX (84.09).
| STBIX | VITSX | STBIX / VITSX | |
| Total Expense Ratio | 0.27 | 0.03 | 900% |
| Annual Report Gross Expense Ratio | 0.35 | 0.03 | 1,167% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 13.589 | 12.525 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.02T | 1% |
| Annual Yield % from dividends | 1.18 | 1.14 | 103% |
| Returns for 1 year | 14.60 | 13.27 | 110% |
| Returns for 3 years | 84.16 | 77.38 | 109% |
| Returns for 5 years | 95.72 | 84.09 | 114% |
| Returns for 10 years | 226.46 | 223.96 | 101% |
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