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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$496.54
Change+$2.43 (+0.49%)
VolumeN/A
Net Assets12.67B
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.56
Change+$1.38 (+0.47%)
VolumeN/A
Net Assets1.95T
STBIX vs VSMPX Comparison Chart in %
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STBIX vs. VSMPX commentary
Sep 16, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. STBIX (12.7B). STBIX (1.22) and VSMPX (1.17) have matching dividends . STBIX was incepted earlier than VSMPX: STBIX (23 years) vs VSMPX (10 years). STBIX (0.35) is less costly to investors than VSMPX (0.02). STBIX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). STBIX has a lower initial minimum investment than VSMPX: STBIX (25000000) vs VSMPX (100000000). STBIX annual gain was more profitable for investors over the last year : 18.21 vs. VSMPX (17.12). STBIX return over 5 years is better than : 100.03 vs. VSMPX (89.15).
| STBIX | VSMPX | STBIX / VSMPX | |
| Total Expense Ratio | 0.27 | 0.02 | 1,350% |
| Annual Report Gross Expense Ratio | 0.35 | 0.02 | 1,750% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.733 | 11.996 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 1.95T | 1% |
| Annual Yield % from dividends | 1.22 | 1.17 | 105% |
| Returns for 1 year | 18.21 | 17.12 | 106% |
| Returns for 3 years | 73.69 | 67.14 | 110% |
| Returns for 5 years | 100.03 | 89.15 | 112% |
| Returns for 10 years | 236.65 | 220.51 | 107% |
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