STBIX
Price
$409.99
Change
+$8.13 (+2.02%)
Updated
Apr 24 closing price
Net Assets
9.29B
VSMPX
Price
$245.65
Change
+$5.00 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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STBIX vs VSMPX

Header iconSTBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPXBanner chart's image
State Street Equity 500 Index Svc
Price$409.99
Change+$8.13 (+2.02%)
VolumeN/A
Net Assets9.29B
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
STBIX vs VSMPX Comparison Chart
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VS
STBIX vs. VSMPX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. STBIX (9.29B). STBIX (1.43) 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 : 7.13 vs. VSMPX (5.28). STBIX return over 5 years is better than : 95.31 vs. VSMPX (86.84).
STBIXVSMPXSTBIX / VSMPX
Total Expense Ratio0.270.021,350%
Annual Report Gross Expense Ratio0.350.021,750%
Fund Existence22 years10 years-
Gain YTD-8.314-9.01592%
Front LoadN/AN/A-
Min. Initial Investment2500000010000000025%
Min. Initial Investment IRAN/AN/A-
Net Assets9.29B1.7T1%
Annual Yield % from dividends1.431.37105%
Returns for 1 year7.135.28135%
Returns for 3 years28.1622.62124%
Returns for 5 years95.3186.84110%
Returns for 10 years156.06N/A-
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