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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$429.43
Change-$0.84 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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STBIX vs VTSMX Comparison Chart
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STBIX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. STBIX (7.03B). VTSMX pays higher dividends than STBIX: VTSMX (1.26) vs STBIX (1.08). STBIX was incepted earlier than VTSMX: STBIX (22 years) vs VTSMX (32 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 (32.81) and VTSMX (31.53) have marching annual gain over last year. STBIX return over 5 years is better than : 92.47 vs. VTSMX (85.64).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 20.545 | 18.617 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | 32.81 | 31.53 | 104% |
| Returns for 3 years | 32.34 | 25.35 | 128% |
| Returns for 5 years | 92.47 | 85.64 | 108% |
| Returns for 10 years | 189.82 | 187.59 | 101% |
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