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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$437.09
Change-$0.20 (-0.05%)
VolumeN/A
Net Assets10.85B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
STBIX vs VTSMX Comparison Chart
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STBIX vs. VTSMX commentary
May 23, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. STBIX (10.9B). STBIX pays higher dividends than VTSMX: STBIX (1.42) vs VTSMX (1.26). 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 : 11.29 vs. VTSMX (9.50). STBIX return over 5 years is better than : 103.66 vs. VTSMX (92.91).
| 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 | -0.230 | -0.985 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.72T | 1% |
| Annual Yield % from dividends | 1.42 | 1.26 | 113% |
| Returns for 1 year | 11.29 | 9.50 | 119% |
| Returns for 3 years | 50.57 | 44.74 | 113% |
| Returns for 5 years | 103.66 | 92.91 | 112% |
| Returns for 10 years | 175.90 | 169.81 | 104% |