Interact to see
Advertisement
Advertisement
STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$447.52
Change-$5.04 (-1.11%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
STBIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STBIX vs. VSTSX commentary
Jun 15, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. STBIX (11.2B). STBIX (1.34) and VSTSX (1.29) 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 : 11.16 vs. VSTSX (10.09). STBIX return over 5 years is better than : 102.40 vs. VSTSX (91.51).
| 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 | 2.104 | 1.376 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 1.34 | 1.29 | 104% |
| Returns for 1 year | 11.16 | 10.09 | 111% |
| Returns for 3 years | 63.68 | 57.70 | 110% |
| Returns for 5 years | 102.40 | 91.51 | 112% |
| Returns for 10 years | 186.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LAMPX | 23.46 | -0.25 | -1.05% |
| Lord Abbett Dividend Growth P | |||
| RAIIX | 27.11 | -0.31 | -1.13% |
| Manning & Napier Rainier Intl Discv I | |||
| NSOIX | 16.28 | -0.19 | -1.15% |
| North Star Opportunity I | |||
| VIGIX | 215.36 | -2.91 | -1.33% |
| Vanguard Growth Index Institutional | |||
| CLGPX | 16.31 | -0.85 | -4.95% |
| Columbia Large Cap Growth Opp R | |||