STBIX
Price
$403.23
Change
-$20.46 (-4.83%)
Updated
Apr 3 closing price
Net Assets
8.82B
VTSAX
Price
$128.49
Change
-$6.87 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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STBIX vs VTSAX

Header iconSTBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAXBanner chart's image
State Street Equity 500 Index Svc
Price$403.23
Change-$20.46 (-4.83%)
VolumeN/A
Net Assets8.82B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
STBIX vs VTSAX Comparison Chart
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STBIX vs. VTSAX commentary
Apr 04, 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. STBIX (8.82B). STBIX pays higher dividends than VTSAX: STBIX (1.43) vs VTSAX (1.35). STBIX was incepted earlier than VTSAX: STBIX (22 years) vs VTSAX (24 years). STBIX (0.35) is less costly to investors than VTSAX (0.04). 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 : 9.98 vs. VTSAX (8.05). STBIX return over 5 years is better than : 134.73 vs. VTSAX (126.25).
STBIXVTSAXSTBIX / VTSAX
Total Expense Ratio0.270.04675%
Annual Report Gross Expense Ratio0.350.04875%
Fund Existence22 years24 years-
Gain YTD-3.333-3.99084%
Front LoadN/AN/A-
Min. Initial Investment250000003000833,333%
Min. Initial Investment IRAN/AN/A-
Net Assets8.82B1.81T0%
Annual Yield % from dividends1.431.35106%
Returns for 1 year9.988.05124%
Returns for 3 years26.7421.03127%
Returns for 5 years134.73126.25107%
Returns for 10 years173.70167.38104%
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