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STSEX vs VTSMX
STSEX vs VTSMX Comparison
Open Charts STSEX vs VTSMX
BlackRock Exchange BlackRock
Price$2273.66
Change-$55.67 (-2.39%)
VolumeN/A
Net Assets254.82M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
STSEX vs VTSMX Comparison Chart
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STSEX vs. VTSMX commentary
Apr 04, 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 STSEX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. STSEX (255M). VTSMX pays higher dividends than STSEX: VTSMX (1.25) vs STSEX (0.91). STSEX was incepted earlier than VTSMX: STSEX (48 years) vs VTSMX (33 years). STSEX (0.81) is less costly to investors than VTSMX (0.14). STSEX has a lower initial minimum investment than VTSMX: STSEX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. STSEX (6.87). STSEX return over 5 years is better than : 134.67 vs. VTSMX (126.23).
| STSEX | VTSMX | STSEX / VTSMX | |
| Total Expense Ratio | 0.77 | 0.14 | 550% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 48 years | 33 years | - |
| Gain YTD | 2.230 | -3.986 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 1.81T | 0% |
| Annual Yield % from dividends | 0.91 | 1.25 | 73% |
| Returns for 1 year | 6.87 | 8.05 | 85% |
| Returns for 3 years | 32.66 | 21.01 | 155% |
| Returns for 5 years | 134.67 | 126.23 | 107% |
| Returns for 10 years | 207.42 | 166.80 | 124% |
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