STBIX
Price
$500.48
Change
+$2.62 (+0.53%)
Updated
Oct 17 closing price
Net Assets
12.94B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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STBIX vs VTSMX

Header iconSTBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMXBanner chart's image
State Street Equity 500 Index Svc
Price$500.48
Change+$2.62 (+0.53%)
VolumeN/A
Net Assets12.94B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Oct 18, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. STBIX (12.9B). STBIX pays higher dividends than VTSMX: STBIX (1.18) vs VTSMX (1.04). 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 : 14.60 vs. VTSMX (13.27). STBIX return over 5 years is better than : 95.72 vs. VTSMX (84.06).
STBIXVTSMXSTBIX / VTSMX
Total Expense Ratio0.270.14193%
Annual Report Gross Expense Ratio0.350.14250%
Fund Existence23 years33 years-
Gain YTD13.58912.523109%
Front LoadN/AN/A-
Min. Initial Investment250000003000833,333%
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B2.02T1%
Annual Yield % from dividends1.181.04113%
Returns for 1 year14.6013.27110%
Returns for 3 years84.1677.34109%
Returns for 5 years95.7284.06114%
Returns for 10 years226.46223.25101%
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