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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$429.43
Change-$0.84 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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STBIX vs VSTSX Comparison Chart
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STBIX vs. VSTSX commentary
Sep 21, 2024
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 (7.03B). VSTSX pays higher dividends than STBIX: VSTSX (1.36) vs STBIX (1.08). STBIX was incepted earlier than VSTSX: STBIX (22 years) vs VSTSX (8 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 (32.81) and VSTSX (31.59) have marching annual gain over last year. STBIX return over 5 years is better than : 92.47 vs. VSTSX (85.77).
| STBIX | VSTSX | STBIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 20.545 | 18.668 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 32.81 | 31.59 | 104% |
| Returns for 3 years | 32.34 | 25.41 | 127% |
| Returns for 5 years | 92.47 | 85.77 | 108% |
| Returns for 10 years | 189.82 | N/A | - |
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