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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$437.09
Change-$0.20 (-0.05%)
VolumeN/A
Net Assets10.85B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
STBIX vs VSMPX Comparison Chart
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STBIX vs. VSMPX commentary
May 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. STBIX (10.9B). STBIX (1.42) 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 : 11.29 vs. VSMPX (9.52). STBIX return over 5 years is better than : 103.66 vs. VSMPX (92.99).
| 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 | -0.230 | -0.966 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.72T | 1% |
| Annual Yield % from dividends | 1.42 | 1.37 | 104% |
| Returns for 1 year | 11.29 | 9.52 | 119% |
| Returns for 3 years | 50.57 | 44.82 | 113% |
| Returns for 5 years | 103.66 | 92.99 | 111% |
| Returns for 10 years | 175.90 | 161.82 | 109% |
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