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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$500.48
Change+$2.62 (+0.53%)
VolumeN/A
Net Assets12.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
STBIX vs VSMPX Comparison Chart in %
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STBIX vs. VSMPX commentary
Oct 19, 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: 2.02T vs. STBIX (12.9B). STBIX (1.18) and VSMPX (1.15) 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 : 14.61 vs. VSMPX (13.31). STBIX return over 5 years is better than : 95.72 vs. VSMPX (84.15).
| 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 | 13.589 | 12.533 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.02T | 1% |
| Annual Yield % from dividends | 1.18 | 1.15 | 103% |
| Returns for 1 year | 14.61 | 13.31 | 110% |
| Returns for 3 years | 82.07 | 75.35 | 109% |
| Returns for 5 years | 95.72 | 84.15 | 114% |
| Returns for 10 years | 226.77 | 214.15 | 106% |
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