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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$447.77
Change+$4.83 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$142.69
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
STBIX vs VTSAX Comparison Chart
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STBIX vs. VTSAX commentary
Dec 23, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. STBIX (8.88B). VTSAX pays higher dividends than STBIX: VTSAX (1.35) vs STBIX (1.08). STBIX was incepted earlier than VTSAX: STBIX (22 years) vs VTSAX (24 years). STBIX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than STBIX: VTSAX (3000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 25.91 vs. VTSAX (24.27). STBIX return over 5 years is better than : 85.51 vs. VTSAX (79.25).
| STBIX | VTSAX | STBIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 25.693 | 23.635 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | 25.91 | 24.27 | 107% |
| Returns for 3 years | 28.92 | 24.16 | 120% |
| Returns for 5 years | 85.51 | 79.25 | 108% |
| Returns for 10 years | 186.60 | 184.74 | 101% |
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