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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$437.09
Change-$0.20 (-0.05%)
VolumeN/A
Net Assets10.85B
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
STBIX vs VTSAX Comparison Chart
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STBIX vs. VTSAX commentary
May 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. STBIX (10.9B). STBIX (1.42) and VTSAX (1.36) have matching dividends . STBIX was incepted earlier than VTSAX: STBIX (22 years) vs VTSAX (25 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 : 11.29 vs. VTSAX (9.51). STBIX return over 5 years is better than : 103.66 vs. VTSAX (92.93).
| STBIX | VTSAX | STBIX / VTSAX | |
| Total Expense Ratio | 0.27 | 0.04 | 675% |
| Annual Report Gross Expense Ratio | 0.35 | 0.04 | 875% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -0.230 | -0.976 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.72T | 1% |
| Annual Yield % from dividends | 1.42 | 1.36 | 104% |
| Returns for 1 year | 11.29 | 9.51 | 119% |
| Returns for 3 years | 50.57 | 44.77 | 113% |
| Returns for 5 years | 103.66 | 92.93 | 112% |
| Returns for 10 years | 175.90 | 170.38 | 103% |
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