STBIX
Price
$447.77
Change
+$4.83 (+1.09%)
Updated
Dec 20 closing price
VTSMX
Price
$142.64
Change
+$1.57 (+1.11%)
Updated
Dec 20 closing price
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STBIX vs VTSMX

Header iconSTBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMXBanner chart's image
State Street Equity 500 Index Svc
Price$447.77
Change+$4.83 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
STBIX vs VTSMX Comparison Chart
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VS
STBIX vs. VTSMX commentary
Dec 23, 2024

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 VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. STBIX (8.88B). VTSMX pays higher dividends than STBIX: VTSMX (1.26) vs STBIX (1.08). STBIX was incepted earlier than VTSMX: STBIX (22 years) vs VTSMX (33 years). STBIX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STBIX: VTSMX (3000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 25.91 vs. VTSMX (24.23). STBIX return over 5 years is better than : 85.51 vs. VTSMX (79.24).
STBIXVTSMXSTBIX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years33 years-
Gain YTD25.69323.596109%
Front LoadN/AN/A-
Min. Initial Investment250000003000833,333%
Min. Initial Investment IRAN/AN/A-
Net Assets8.88B1.84T0%
Annual Yield % from dividends1.081.2685%
Returns for 1 year25.9124.23107%
Returns for 3 years28.9224.14120%
Returns for 5 years85.5179.24108%
Returns for 10 years186.60184.08101%
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