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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$403.23
Change-$20.46 (-4.83%)
VolumeN/A
Net Assets8.82B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
STBIX vs VSMPX Comparison Chart
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STBIX vs. VSMPX commentary
Apr 04, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. STBIX (8.82B). STBIX (1.43) and VSMPX (1.37) have matching dividends . STBIX was incepted earlier than VSMPX: STBIX (22 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 : 9.98 vs. VSMPX (8.06). STBIX return over 5 years is better than : 134.73 vs. VSMPX (126.31).
| 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 | 22 years | 10 years | - |
| Gain YTD | -3.333 | -3.987 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.82B | 1.81T | 0% |
| Annual Yield % from dividends | 1.43 | 1.37 | 105% |
| Returns for 1 year | 9.98 | 8.06 | 124% |
| Returns for 3 years | 26.74 | 21.05 | 127% |
| Returns for 5 years | 134.73 | 126.31 | 107% |
| Returns for 10 years | 173.70 | N/A | - |