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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
STBIX vs VSMPX Comparison Chart in %
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STBIX vs. VSMPX commentary
Jun 16, 2026
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: 2.31T vs. STBIX (16.2B). VSMPX pays higher dividends than STBIX: VSMPX (1.02) vs STBIX (0.88). STBIX was incepted earlier than VSMPX: STBIX (23 years) vs VSMPX (11 years). STBIX (0.34) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 3.00 vs. STBIX (2.00). STBIX has a lower initial minimum investment than VSMPX: STBIX (25000000) vs VSMPX (100000000). STBIX (25.20) and VSMPX (24.94) have marching annual gain over last year. STBIX return over 5 years is better than : 80.87 vs. VSMPX (67.63).
| STBIX | VSMPX | STBIX / VSMPX | |
| Total Expense Ratio | 0.27 | 0.02 | 1,350% |
| Annual Report Gross Expense Ratio | 0.34 | 0.02 | 1,700% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.006 | 9.337 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 2.31T | 1% |
| Annual Yield % from dividends | 0.88 | 1.02 | 86% |
| Returns for 1 year | 25.20 | 24.94 | 101% |
| Returns for 3 years | 73.03 | 67.70 | 108% |
| Returns for 5 years | 80.87 | 67.63 | 120% |
| Returns for 10 years | 255.71 | 248.82 | 103% |
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