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SBSDX vs VTSAX
SBSDX vs VTSAX Comparison
Open Charts SBSDX vs VTSAX
Franklin S&P 500 Index D
Price$49.25
Change+$0.41 (+0.84%)
VolumeN/A
Net Assets669.46M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SBSDX vs VTSAX Comparison Chart in %
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SBSDX 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 SBSDX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SBSDX (669M). VTSAX pays higher dividends than SBSDX: VTSAX (1.21) vs SBSDX (0.88). SBSDX was incepted earlier than VTSAX: SBSDX (27 years) vs VTSAX (25 years). SBSDX (0.39) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SBSDX (1.00). SBSDX has a lower initial minimum investment than VTSAX: SBSDX (0) vs VTSAX (3000). SBSDX (14.19) and VTSAX (13.89) have marching annual gain over last year. VTSAX return over 5 years is better than : 95.62 vs. SBSDX (88.28).
| SBSDX | VTSAX | SBSDX / VTSAX | |
| Total Expense Ratio | 0.34 | 0.04 | 850% |
| Annual Report Gross Expense Ratio | 0.39 | 0.04 | 975% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 7.322 | 6.416 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 1.82T | 0% |
| Annual Yield % from dividends | 0.88 | 1.21 | 73% |
| Returns for 1 year | 14.19 | 13.89 | 102% |
| Returns for 3 years | 64.73 | 62.12 | 104% |
| Returns for 5 years | 88.28 | 95.62 | 92% |
| Returns for 10 years | 153.55 | 198.69 | 77% |
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