Ad is loading...
STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$453.76
Change+$2.76 (+0.61%)
VolumeN/A
Net Assets9.1B
Vanguard Total Stock Mkt Idx Adm
Price$146.32
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
STBIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STBIX vs. VTSAX commentary
Jan 23, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. STBIX (9.1B). 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 : 26.50 vs. VTSAX (24.81). STBIX return over 5 years is better than : 90.81 vs. VTSAX (80.57).
| 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 | 3.527 | 3.751 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.1B | 1.78T | 1% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | 26.50 | 24.81 | 107% |
| Returns for 3 years | 41.78 | 36.41 | 115% |
| Returns for 5 years | 90.81 | 80.57 | 113% |
| Returns for 10 years | 198.40 | 195.45 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BUFT | 22.68 | 0.01 | +0.04% |
| FT Vest Buffered Allctn Dfnsv ETF | |||
| IWDL | 41.98 | N/A | N/A |
| ETRACS 2x Leveraged US Value Fctr TR ETN | |||
| IYG | 82.02 | -0.29 | -0.35% |
| iShares US Financial Services ETF | |||
| PDN | 32.37 | -0.14 | -0.42% |
| Invesco FTSE RAFI Dev Mkts ex-US S/M ETF | |||
| RNEW | 25.47 | -0.75 | -2.85% |
| VanEck® Green Infrastructure ETF | |||