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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$469.20
Change+$2.83 (+0.61%)
VolumeN/A
Net Assets11.71B
Vanguard Total Stock Mkt Idx Adm
Price$149.69
Change+$0.95 (+0.64%)
VolumeN/A
Net Assets1.91T
STBIX vs VTSAX Comparison Chart in %
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STBIX vs. VTSAX commentary
Jul 10, 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: 1.91T vs. STBIX (11.7B). STBIX pays higher dividends than VTSAX: STBIX (1.28) vs VTSAX (1.21). 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 (12.78) and VTSAX (12.27) have marching annual gain over last year. STBIX return over 5 years is better than : 101.23 vs. VTSAX (90.59).
| 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 | 6.404 | 5.515 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.91T | 1% |
| Annual Yield % from dividends | 1.28 | 1.21 | 105% |
| Returns for 1 year | 12.78 | 12.27 | 104% |
| Returns for 3 years | 63.29 | 57.45 | 110% |
| Returns for 5 years | 101.23 | 90.59 | 112% |
| Returns for 10 years | 200.68 | 195.09 | 103% |
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