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STBIX vs VITSX
STBIX vs VITSX Comparison
Open Charts STBIX vs VITSX
State Street Equity 500 Index Svc
Price$447.52
Change-$5.04 (-1.11%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Market Idx I
Price$142.93
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
STBIX vs VITSX Comparison Chart
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STBIX vs. VITSX 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 STBIX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. STBIX (11.2B). STBIX (1.34) and VITSX (1.29) have matching dividends . STBIX was incepted earlier than VITSX: STBIX (22 years) vs VITSX (28 years). STBIX (0.35) is less costly to investors than VITSX (0.03). STBIX is a more actively managed with annual turnover of: 4.00 vs. VITSX (2.00). VITSX has a lower initial minimum investment than STBIX: VITSX (5000000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 11.16 vs. VITSX (10.06). STBIX return over 5 years is better than : 102.40 vs. VITSX (91.41).
| STBIX | VITSX | STBIX / VITSX | |
| Total Expense Ratio | 0.27 | 0.03 | 900% |
| Annual Report Gross Expense Ratio | 0.35 | 0.03 | 1,167% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 2.104 | 1.365 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 1.34 | 1.29 | 104% |
| Returns for 1 year | 11.16 | 10.06 | 111% |
| Returns for 3 years | 63.68 | 57.62 | 111% |
| Returns for 5 years | 102.40 | 91.41 | 112% |
| Returns for 10 years | 186.06 | 179.47 | 104% |
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