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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$448.73
Change-$7.80 (-1.71%)
VolumeN/A
Net Assets9.27B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
STBIX vs VSMPX Comparison Chart
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STBIX vs. VSMPX commentary
Feb 23, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. STBIX (9.27B). VSMPX pays higher dividends than STBIX: VSMPX (1.36) vs STBIX (1.08). STBIX was incepted earlier than VSMPX: STBIX (22 years) vs VSMPX (10 years). 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 : 19.48 vs. VSMPX (17.62). STBIX return over 5 years is better than : 85.96 vs. VSMPX (74.89).
| STBIX | VSMPX | STBIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 2.380 | 2.135 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27B | 1.84T | 1% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 19.48 | 17.62 | 111% |
| Returns for 3 years | 43.06 | 36.83 | 117% |
| Returns for 5 years | 85.96 | 74.89 | 115% |
| Returns for 10 years | 185.66 | N/A | - |