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SBQUX vs VTSAX
SBQUX vs VTSAX Comparison
Open Charts SBQUX vs VTSAX
AmericaFirst Alpha Trends Factor
Price$13.03
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets2.07M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SBQUX vs VTSAX Comparison Chart in %
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SBQUX 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 SBQUX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SBQUX (2.07M). VTSAX pays higher dividends than SBQUX: VTSAX (1.21) vs SBQUX (0.00). SBQUX was incepted earlier than VTSAX: SBQUX (8 years) vs VTSAX (25 years). SBQUX (6.31) is less costly to investors than VTSAX (0.04). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VTSAX (2.00). SBQUX has a lower initial minimum investment than VTSAX: SBQUX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SBQUX (3.49). VTSAX return over 5 years is better than : 95.62 vs. SBQUX (25.17).
| SBQUX | VTSAX | SBQUX / VTSAX | |
| Total Expense Ratio | 2.98 | 0.04 | 7,450% |
| Annual Report Gross Expense Ratio | 6.31 | 0.04 | 15,775% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 4.240 | 6.416 | 66% |
| Front Load | 3% | 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 | 3.49 | 13.89 | 25% |
| Returns for 3 years | 41.48 | 62.12 | 67% |
| Returns for 5 years | 25.17 | 95.62 | 26% |
| Returns for 10 years | N/A | 198.69 | - |
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