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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$378.33
Change-$0.88 (-0.23%)
VolumeN/A
Net Assets8.02B
Vanguard Total Stock Mkt Idx Instl Sel
Price$237.44
Change-$0.72 (-0.30%)
VolumeN/A
Net Assets1.7T
STBIX vs VSTSX Comparison Chart
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STBIX vs. VSTSX commentary
Apr 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. STBIX (8.02B). STBIX (1.43) and VSTSX (1.37) 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 : -1.67 vs. VSTSX (-3.60). STBIX return over 5 years is better than : 89.84 vs. VSTSX (81.71).
| 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 | -13.682 | -14.470 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.02B | 1.7T | 0% |
| Annual Yield % from dividends | 1.43 | 1.37 | 105% |
| Returns for 1 year | -1.67 | -3.60 | 46% |
| Returns for 3 years | 15.51 | 10.67 | 145% |
| Returns for 5 years | 89.84 | 81.71 | 110% |
| Returns for 10 years | 141.92 | N/A | - |
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