Interact to see
Advertisement
Advertisement
STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$477.69
Change-$1.15 (-0.24%)
VolumeN/A
Net Assets12.11B
Vanguard Total Stock Mkt Idx Adm
Price$151.98
Change-$0.37 (-0.24%)
VolumeN/A
Net Assets1.91T
STBIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STBIX vs. VTSAX commentary
Aug 12, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. STBIX (12.1B). STBIX pays higher dividends than VTSAX: STBIX (1.25) vs VTSAX (1.18). 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 : 20.76 vs. VTSAX (19.16). STBIX return over 5 years is better than : 94.49 vs. VTSAX (83.57).
| 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 | 9.249 | 8.076 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.91T | 1% |
| Annual Yield % from dividends | 1.25 | 1.18 | 105% |
| Returns for 1 year | 20.76 | 19.16 | 108% |
| Returns for 3 years | 52.60 | 46.02 | 114% |
| Returns for 5 years | 94.49 | 83.57 | 113% |
| Returns for 10 years | 205.96 | 200.81 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers