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SBQIX vs VSMPX
SBQIX vs VSMPX Comparison
Open Charts SBQIX vs VSMPX
AmericaFirst Alpha Trends Factor
Price$14.57
Change+$0.15 (+1.04%)
VolumeN/A
Net Assets2.07M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SBQIX vs VSMPX Comparison Chart in %
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SBQIX vs. VSMPX 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 SBQIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SBQIX (2.07M). VSMPX pays higher dividends than SBQIX: VSMPX (1.22) vs SBQIX (0.00). SBQIX was incepted earlier than VSMPX: SBQIX (8 years) vs VSMPX (10 years). SBQIX (5.31) is less costly to investors than VSMPX (0.02). SBQIX is a more actively managed with annual turnover of: 76.48 vs. VSMPX (2.00). SBQIX has a lower initial minimum investment than VSMPX: SBQIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. SBQIX (4.74). VSMPX return over 5 years is better than : 95.69 vs. SBQIX (34.16).
| SBQIX | VSMPX | SBQIX / VSMPX | |
| Total Expense Ratio | 1.99 | 0.02 | 9,950% |
| Annual Report Gross Expense Ratio | 5.31 | 0.02 | 26,550% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.670 | 6.426 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 4.74 | 13.90 | 34% |
| Returns for 3 years | 46.29 | 62.17 | 74% |
| Returns for 5 years | 34.16 | 95.69 | 36% |
| Returns for 10 years | N/A | 189.21 | - |
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