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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$447.77
Change+$4.83 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
STBIX vs VSMPX Comparison Chart
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STBIX vs. VSMPX commentary
Dec 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. STBIX (8.88B). 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 : 25.91 vs. VSMPX (24.28). STBIX return over 5 years is better than : 85.51 vs. VSMPX (79.30).
| 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 | 25.693 | 23.652 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 25.91 | 24.28 | 107% |
| Returns for 3 years | 28.92 | 24.19 | 120% |
| Returns for 5 years | 85.51 | 79.30 | 108% |
| Returns for 10 years | 186.60 | N/A | - |