SBQUX
Price
$13.03
Change
+$0.14 (+1.09%)
Updated
Jul 3 closing price
Net Assets
2.07M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SBQUX vs VTSMX

Header iconSBQUX vs VTSMX Comparison
Open Charts SBQUX vs VTSMXBanner chart's image
AmericaFirst Alpha Trends Factor
Price$13.03
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets2.07M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SBQUX vs VTSMX Comparison Chart in %
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SBQUX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SBQUX (2.07M). VTSMX pays higher dividends than SBQUX: VTSMX (1.12) vs SBQUX (0.00). SBQUX was incepted earlier than VTSMX: SBQUX (8 years) vs VTSMX (33 years). SBQUX (6.31) is less costly to investors than VTSMX (0.14). SBQUX is a more actively managed with annual turnover of: 76.48 vs. VTSMX (2.00). SBQUX has a lower initial minimum investment than VTSMX: SBQUX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SBQUX (3.49). VTSMX return over 5 years is better than : 95.59 vs. SBQUX (25.17).
SBQUXVTSMXSBQUX / VTSMX
Total Expense Ratio2.980.142,129%
Annual Report Gross Expense Ratio6.310.144,507%
Fund Existence8 years33 years-
Gain YTD4.2406.42166%
Front Load3%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.07M1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year3.4913.8925%
Returns for 3 years41.4862.0867%
Returns for 5 years25.1795.5926%
Returns for 10 yearsN/A198.05-
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