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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$494.11
Change-$0.21 (-0.04%)
VolumeN/A
Net Assets12.56B
Vanguard Total Stock Mkt Idx I
Price$157.81
Change-$0.24 (-0.15%)
VolumeN/A
Net Assets1.95T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Sep 16, 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: 1.95T vs. STBIX (12.6B). STBIX pays higher dividends than VTSMX: STBIX (1.22) vs VTSMX (1.07). STBIX was incepted earlier than VTSMX: STBIX (23 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 : 18.86 vs. VTSMX (17.94). STBIX return over 5 years is better than : 102.76 vs. VTSMX (92.53).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 12.733 | 11.969 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 1.95T | 1% |
| Annual Yield % from dividends | 1.22 | 1.07 | 115% |
| Returns for 1 year | 18.86 | 17.94 | 105% |
| Returns for 3 years | 71.12 | 64.44 | 110% |
| Returns for 5 years | 102.76 | 92.53 | 111% |
| Returns for 10 years | 233.36 | 227.45 | 103% |
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