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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$448.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
STBIX vs VSMPX Comparison Chart
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STBIX vs. VSMPX commentary
Nov 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 StrongSell and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. STBIX (8.74B). 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 (31.57) and VSMPX (31.19) have marching annual gain over last year. STBIX return over 5 years is better than : 92.81 vs. VSMPX (87.25).
| 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 | 25.954 | 24.446 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 1.73T | 1% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 31.57 | 31.19 | 101% |
| Returns for 3 years | 28.34 | 23.16 | 122% |
| Returns for 5 years | 92.81 | 87.25 | 106% |
| Returns for 10 years | 189.39 | N/A | - |
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