SBQUX
Price
$12.49
Change
-$0.04 (-0.32%)
Updated
Jun 13 closing price
Net Assets
2.16M
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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SBQUX vs VSMPX

Header iconSBQUX vs VSMPX Comparison
Open Charts SBQUX vs VSMPXBanner chart's image
AmericaFirst Alpha Trends Factor
Price$12.49
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets2.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
SBQUX vs VSMPX Comparison Chart
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SBQUX vs. VSMPX commentary
Jun 15, 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 SBQUX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SBQUX (2.16M). VSMPX pays higher dividends than SBQUX: VSMPX (1.29) vs SBQUX (0.00). SBQUX was incepted earlier than VSMPX: SBQUX (8 years) vs VSMPX (10 years). SBQUX (6.31) is less costly to investors than VSMPX (0.02). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VSMPX (2.00). SBQUX has a lower initial minimum investment than VSMPX: SBQUX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. SBQUX (1.63). VSMPX return over 5 years is better than : 91.46 vs. SBQUX (23.66).
SBQUXVSMPXSBQUX / VSMPX
Total Expense Ratio2.980.0214,900%
Annual Report Gross Expense Ratio6.310.0231,550%
Fund Existence8 years10 years-
Gain YTD-0.0801.374-6%
Front Load3%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.16M1.82T0%
Annual Yield % from dividends0.001.29-
Returns for 1 year1.6310.0816%
Returns for 3 years33.8757.6659%
Returns for 5 years23.6691.4626%
Returns for 10 yearsN/A170.67-
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