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SBQAX vs VTSAX
SBQAX vs VTSAX Comparison
Open Charts SBQAX vs VTSAX
AmericaFirst Alpha Trends Factor
Price$13.98
Change+$0.15 (+1.08%)
VolumeN/A
Net Assets2.07M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SBQAX vs VTSAX Comparison Chart in %
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SBQAX vs. VTSAX commentary
Jul 07, 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 SBQAX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SBQAX (2.07M). VTSAX pays higher dividends than SBQAX: VTSAX (1.21) vs SBQAX (0.00). SBQAX was incepted earlier than VTSAX: SBQAX (8 years) vs VTSAX (25 years). SBQAX (5.57) is less costly to investors than VTSAX (0.04). SBQAX is a more actively managed with annual turnover of: 76.48 vs. VTSAX (2.00). SBQAX has a lower initial minimum investment than VTSAX: SBQAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SBQAX (4.41). VTSAX return over 5 years is better than : 95.62 vs. SBQAX (31.51).
| SBQAX | VTSAX | SBQAX / VTSAX | |
| Total Expense Ratio | 2.23 | 0.04 | 5,575% |
| Annual Report Gross Expense Ratio | 5.57 | 0.04 | 13,925% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 4.562 | 6.416 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 4.41 | 13.89 | 32% |
| Returns for 3 years | 45.17 | 62.12 | 73% |
| Returns for 5 years | 31.51 | 95.62 | 33% |
| Returns for 10 years | N/A | 198.69 | - |
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