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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$447.52
Change-$5.04 (-1.11%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
STBIX vs VTSAX Comparison Chart
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STBIX vs. VTSAX commentary
Jun 15, 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: 1.82T vs. STBIX (11.2B). STBIX (1.34) and VTSAX (1.28) 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 : 11.16 vs. VTSAX (10.07). STBIX return over 5 years is better than : 102.40 vs. VTSAX (91.40).
| 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 | 2.104 | 1.365 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 1.34 | 1.28 | 105% |
| Returns for 1 year | 11.16 | 10.07 | 111% |
| Returns for 3 years | 63.68 | 57.61 | 111% |
| Returns for 5 years | 102.40 | 91.40 | 112% |
| Returns for 10 years | 186.06 | 179.53 | 104% |
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