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Analysis and predictions STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
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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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.
| STBIX | VTSAX | STBIX / VTSAX | |
| Total Expense Ratio | 0.27 | 0.04 | 675% |
| Annual Report Gross Expense Ratio | 0.35 | 0.04 | 875% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 21.511 | 19.742 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 1.39T | 0% |
| Annual Yield % from dividends | 0.69 | 1.47 | 47% |
| Returns for 1 year | 16.51 | 15.58 | 106% |
| Returns for 3 years | 25.65 | 19.40 | 132% |
| Returns for 5 years | 69.62 | 70.15 | 99% |
| Returns for 10 years | 159.48 | 159.38 | 100% |