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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$447.52
Change-$5.04 (-1.11%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
STBIX vs VSMPX Comparison Chart
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STBIX vs. VSMPX commentary
Jun 15, 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: 1.82T vs. STBIX (11.2B). STBIX (1.34) and VSMPX (1.29) 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 : 11.16 vs. VSMPX (10.08). STBIX return over 5 years is better than : 102.40 vs. VSMPX (91.46).
| 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 | 2.104 | 1.374 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 1.34 | 1.29 | 104% |
| Returns for 1 year | 11.16 | 10.08 | 111% |
| Returns for 3 years | 63.68 | 57.66 | 110% |
| Returns for 5 years | 102.40 | 91.46 | 112% |
| Returns for 10 years | 186.06 | 170.67 | 109% |
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