STBIX
Price
$347.51
Change
-$0.00 (-0.00%)
Updated
Dec 8, 6:59 PM EST
VTSAX
Price
$111.39
Change
+$0.50 (+0.45%)
Updated
Dec 8, 6:59 PM EST
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Analysis and predictions STBIX vs VTSAX

Header iconSTBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAXBanner chart's image
State Street Equity 500 Index Svc
Price$347.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$111.39
Change+$0.50 (+0.45%)
VolumeN/A
CapitalizationN/A
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STBIX vs VTSAX Comparison Chart

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VS
STBIX vs. VTSAX commentary
Dec 11, 2023

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: 1.39T vs. STBIX (4.94B). VTSAX pays higher dividends than STBIX: VTSAX (1.47) vs STBIX (0.69). STBIX was incepted earlier than VTSAX: STBIX (21 years) vs VTSAX (23 years). STBIX (0.35) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 3.00 vs. STBIX (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 : 16.51 vs. VTSAX (15.58). VTSAX (70.15) and STBIX (69.62) have equivalent 5 years return.
STBIXVTSAXSTBIX / VTSAX
Total Expense Ratio0.270.04675%
Annual Report Gross Expense Ratio0.350.04875%
Fund Existence21 years23 years-
Gain YTD21.51119.742109%
Front LoadN/AN/A-
Min. Initial Investment250000003000833,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.94B1.39T0%
Annual Yield % from dividends0.691.4747%
Returns for 1 year16.5115.58106%
Returns for 3 years25.6519.40132%
Returns for 5 years69.6270.1599%
Returns for 10 years159.48159.38100%
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