Interact to see
Advertisement
Advertisement
SBSDX vs VTSAX
SBSDX vs VTSAX Comparison
Open Charts SBSDX vs VTSAX
Franklin S&P 500 Index D
Price$46.86
Change-$0.52 (-1.10%)
VolumeN/A
Net Assets635.51M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SBSDX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBSDX vs. VTSAX commentary
Jun 16, 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 (636M). VTSAX pays higher dividends than SBSDX: VTSAX (1.28) vs SBSDX (0.93). 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 annual gain was more profitable for investors over the last year : 10.79 vs. VTSAX (10.07). VTSAX return over 5 years is better than : 91.40 vs. SBSDX (84.49).
| 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 | 2.114 | 1.365 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 1.82T | 0% |
| Annual Yield % from dividends | 0.93 | 1.28 | 72% |
| Returns for 1 year | 10.79 | 10.07 | 107% |
| Returns for 3 years | 60.58 | 57.61 | 105% |
| Returns for 5 years | 84.49 | 91.40 | 92% |
| Returns for 10 years | 138.32 | 179.53 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KMKAX | 80.67 | 0.20 | +0.25% |
| Kinetics Market Opportunities Adv A | |||
| MTOIX | 21.48 | -0.20 | -0.92% |
| NYLI Income Builder Class I | |||
| ASMYX | 29.36 | -0.41 | -1.38% |
| Invesco Summit Y | |||
| VSIAX | 81.37 | -1.32 | -1.60% |
| Vanguard Small Cap Value Index Admiral | |||
| STCEX | 4.46 | -0.08 | -1.76% |
| Virtus Ceredex Small-Cap Value Eq C | |||