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Analysis and predictions STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
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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VS
VS
STBIX vs VSMPX Comparison Chart
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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.
| 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 | 21 years | 9 years | - |
| Gain YTD | 21.511 | 19.756 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 1.39T | 0% |
| Annual Yield % from dividends | 0.69 | 1.48 | 47% |
| Returns for 1 year | 16.51 | 15.58 | 106% |
| Returns for 3 years | 25.65 | 19.41 | 132% |
| Returns for 5 years | 69.62 | 70.17 | 99% |
| Returns for 10 years | 159.48 | N/A | - |
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