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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$453.76
Change+$2.76 (+0.61%)
VolumeN/A
Net Assets9.1B
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
STBIX vs VTSMX Comparison Chart
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STBIX vs. VTSMX commentary
Jan 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. STBIX (9.1B). 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 : 26.50 vs. VTSMX (24.81). STBIX return over 5 years is better than : 90.81 vs. VTSMX (80.56).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 3.527 | 3.752 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.1B | 1.78T | 1% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | 26.50 | 24.81 | 107% |
| Returns for 3 years | 41.78 | 36.40 | 115% |
| Returns for 5 years | 90.81 | 80.56 | 113% |
| Returns for 10 years | 198.40 | 194.81 | 102% |
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