STBIX
Price
$347.51
Change
-$0.00 (-0.00%)
Updated
Dec 8, 6:59 PM EST
VSMPX
Price
$208.96
Change
+$0.94 (+0.45%)
Updated
Dec 8, 6:59 PM EST
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Analysis and predictions STBIX vs VSMPX

Header iconSTBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPXBanner chart's image
State Street Equity 500 Index Svc
Price$347.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$208.96
Change+$0.94 (+0.45%)
VolumeN/A
CapitalizationN/A
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STBIX vs VSMPX Comparison Chart

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VS
STBIX vs. VSMPX commentary
Dec 11, 2023

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: 1.39T vs. STBIX (4.94B). VSMPX pays higher dividends than STBIX: VSMPX (1.48) vs STBIX (0.69). STBIX was incepted earlier than VSMPX: STBIX (21 years) vs VSMPX (9 years). STBIX (0.35) 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 annual gain was more profitable for investors over the last year : 16.51 vs. VSMPX (15.58). VSMPX (70.17) and STBIX (69.62) have equivalent 5 years return.
STBIXVSMPXSTBIX / VSMPX
Total Expense Ratio0.270.021,350%
Annual Report Gross Expense Ratio0.350.021,750%
Fund Existence21 years9 years-
Gain YTD21.51119.756109%
Front LoadN/AN/A-
Min. Initial Investment2500000010000000025%
Min. Initial Investment IRAN/AN/A-
Net Assets4.94B1.39T0%
Annual Yield % from dividends0.691.4847%
Returns for 1 year16.5115.58106%
Returns for 3 years25.6519.41132%
Returns for 5 years69.6270.1799%
Returns for 10 years159.48N/A-
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