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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$423.41
Change+$2.43 (+0.58%)
VolumeN/A
Net Assets9.83B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
STBIX vs VSTSX Comparison Chart
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STBIX vs. VSTSX commentary
May 09, 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: 1.72T vs. STBIX (9.83B). STBIX (1.44) and VSTSX (1.38) 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 : 9.23 vs. VSTSX (7.87). STBIX return over 5 years is better than : 97.11 vs. VSTSX (88.05).
| 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 | -4.369 | -4.647 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83B | 1.72T | 1% |
| Annual Yield % from dividends | 1.44 | 1.38 | 105% |
| Returns for 1 year | 9.23 | 7.87 | 117% |
| Returns for 3 years | 39.22 | 39.48 | 99% |
| Returns for 5 years | 97.11 | 88.05 | 110% |
| Returns for 10 years | 165.88 | N/A | - |