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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$435.59
Change+$0.51 (+0.12%)
VolumeN/A
Net Assets8.72B
Vanguard Total Stock Mkt Idx Instl Sel
Price$276.49
Change+$0.64 (+0.23%)
VolumeN/A
Net Assets1.78T
STBIX vs VSTSX Comparison Chart
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STBIX vs. VSTSX commentary
Jan 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. STBIX (8.72B). VSTSX pays higher dividends than STBIX: VSTSX (1.36) vs STBIX (1.08). STBIX was incepted earlier than VSTSX: STBIX (22 years) vs VSTSX (9 years). 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 : 23.35 vs. VSTSX (21.50). STBIX return over 5 years is better than : 83.32 vs. VSTSX (73.19).
| STBIX | VSTSX | STBIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | -0.735 | -0.666 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 1.78T | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 23.35 | 21.50 | 109% |
| Returns for 3 years | 28.23 | 22.87 | 123% |
| Returns for 5 years | 83.32 | 73.19 | 114% |
| Returns for 10 years | 190.73 | N/A | - |