Ad is loading...
STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$448.73
Change-$7.80 (-1.71%)
VolumeN/A
Net Assets9.27B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
STBIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STBIX vs. VTSAX commentary
Feb 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. STBIX (9.27B). 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 : 19.48 vs. VTSAX (17.60). STBIX return over 5 years is better than : 85.96 vs. VTSAX (74.84).
| 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 | 2.380 | 2.127 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27B | 1.84T | 1% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | 19.48 | 17.60 | 111% |
| Returns for 3 years | 43.06 | 36.79 | 117% |
| Returns for 5 years | 85.96 | 74.84 | 115% |
| Returns for 10 years | 185.66 | 180.79 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...