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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$403.23
Change-$20.46 (-4.83%)
VolumeN/A
Net Assets8.82B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
STBIX vs VTSMX Comparison Chart
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STBIX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. STBIX (8.82B). STBIX pays higher dividends than VTSMX: STBIX (1.43) vs VTSMX (1.25). STBIX was incepted earlier than VTSMX: STBIX (22 years) vs VTSMX (33 years). STBIX (0.35) is less costly to investors than VTSMX (0.14). 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 : 9.98 vs. VTSMX (8.05). STBIX return over 5 years is better than : 134.73 vs. VTSMX (126.23).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -3.333 | -3.986 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.82B | 1.81T | 0% |
| Annual Yield % from dividends | 1.43 | 1.25 | 114% |
| Returns for 1 year | 9.98 | 8.05 | 124% |
| Returns for 3 years | 26.74 | 21.01 | 127% |
| Returns for 5 years | 134.73 | 126.23 | 107% |
| Returns for 10 years | 173.70 | 166.80 | 104% |
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