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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$448.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
STBIX vs VTSAX Comparison Chart
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STBIX vs. VTSAX commentary
Nov 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 StrongSell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. STBIX (8.74B). 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 (31.57) and VTSAX (31.18) have marching annual gain over last year. STBIX return over 5 years is better than : 92.81 vs. VTSAX (87.20).
| 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 | 25.954 | 24.432 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 1.73T | 1% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | 31.57 | 31.18 | 101% |
| Returns for 3 years | 28.34 | 23.13 | 123% |
| Returns for 5 years | 92.81 | 87.20 | 106% |
| Returns for 10 years | 189.39 | 188.65 | 100% |
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