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STBIX vs VTSMX
STBIX vs VTSMX Comparison
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STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Aug 23, 2026
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. STBIX (16.6B). VTSMX pays higher dividends than STBIX: VTSMX (0.99) vs STBIX (0.89). STBIX was incepted earlier than VTSMX: STBIX (23 years) vs VTSMX (34 years). STBIX (0.34) is less costly to investors than VTSMX (0.06). VTSMX is a more actively managed with annual turnover of: 3.00 vs. STBIX (2.00). VTSMX has a lower initial minimum investment than STBIX: VTSMX (0) vs STBIX (25000000). STBIX (21.31) and VTSMX (21.03) have marching annual gain over last year. STBIX return over 5 years is better than : 77.57 vs. VTSMX (66.56).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | 0.27 | 0.06 | 450% |
| Annual Report Gross Expense Ratio | 0.34 | 0.06 | 567% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 12.738 | 12.869 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 2.29T | 1% |
| Annual Yield % from dividends | 0.89 | 0.99 | 90% |
| Returns for 1 year | 21.31 | 21.03 | 101% |
| Returns for 3 years | 79.48 | 74.28 | 107% |
| Returns for 5 years | 77.57 | 66.56 | 117% |
| Returns for 10 years | 247.38 | 249.18 | 99% |
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