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STBIX vs VITSX
STBIX vs VITSX Comparison
Open Charts STBIX vs VITSX
State Street Equity 500 Index Svc
Price$447.77
Change+$4.83 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$142.71
Change+$1.56 (+1.11%)
VolumeN/A
CapitalizationN/A
STBIX vs VITSX Comparison Chart
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STBIX vs. VITSX commentary
Dec 23, 2024
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 StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. STBIX (8.88B). VITSX pays higher dividends than STBIX: VITSX (1.36) vs STBIX (1.08). STBIX was incepted earlier than VITSX: STBIX (22 years) vs VITSX (27 years). 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 : 25.91 vs. VITSX (24.27). STBIX return over 5 years is better than : 85.51 vs. VITSX (79.24).
| STBIX | VITSX | STBIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 25.693 | 23.632 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 25.91 | 24.27 | 107% |
| Returns for 3 years | 28.92 | 24.15 | 120% |
| Returns for 5 years | 85.51 | 79.24 | 108% |
| Returns for 10 years | 186.60 | 184.73 | 101% |
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