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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$477.69
Change-$1.15 (-0.24%)
VolumeN/A
Net Assets12.11B
Vanguard Total Stock Mkt Idx Instl Sel
Price$299.29
Change-$0.73 (-0.24%)
VolumeN/A
Net Assets1.91T
STBIX vs VSTSX Comparison Chart in %
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STBIX vs. VSTSX commentary
Aug 12, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. STBIX (12.1B). STBIX (1.25) and VSTSX (1.20) have matching dividends . STBIX was incepted earlier than VSTSX: STBIX (22 years) vs VSTSX (9 years). STBIX (0.35) is less costly to investors than VSTSX (0.01). STBIX is a more actively managed with annual turnover of: 4.00 vs. VSTSX (2.00). STBIX has a lower initial minimum investment than VSTSX: STBIX (25000000) vs VSTSX (5000000000). STBIX annual gain was more profitable for investors over the last year : 20.76 vs. VSTSX (19.17). STBIX return over 5 years is better than : 94.49 vs. VSTSX (83.68).
| STBIX | VSTSX | STBIX / VSTSX | |
| Total Expense Ratio | 0.27 | 0.01 | 2,700% |
| Annual Report Gross Expense Ratio | 0.35 | 0.01 | 3,500% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 9.249 | 8.088 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.91T | 1% |
| Annual Yield % from dividends | 1.25 | 1.20 | 104% |
| Returns for 1 year | 20.76 | 19.17 | 108% |
| Returns for 3 years | 52.60 | 46.10 | 114% |
| Returns for 5 years | 94.49 | 83.68 | 113% |
| Returns for 10 years | 205.96 | N/A | - |
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