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STBIX vs VSMPX
STBIX vs VSMPX Comparison
Open Charts STBIX vs VSMPX
State Street Equity 500 Index Svc
Price$515.32
Change-$6.16 (-1.18%)
VolumeN/A
Net Assets13.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
STBIX vs VSMPX Comparison Chart in %
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STBIX vs. VSMPX commentary
Dec 27, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. STBIX (13.8B). STBIX (1.15) and VSMPX (1.12) have matching dividends . STBIX was incepted earlier than VSMPX: STBIX (23 years) vs VSMPX (11 years). STBIX (0.35) is less costly to investors than VSMPX (0.02). STBIX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). STBIX has a lower initial minimum investment than VSMPX: STBIX (25000000) vs VSMPX (100000000). STBIX annual gain was more profitable for investors over the last year : 15.89 vs. VSMPX (14.43). STBIX return over 5 years is better than : 92.40 vs. VSMPX (76.89).
| STBIX | VSMPX | STBIX / VSMPX | |
| Total Expense Ratio | 0.27 | 0.02 | 1,350% |
| Annual Report Gross Expense Ratio | 0.35 | 0.02 | 1,750% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 18.978 | 17.382 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 2.06T | 1% |
| Annual Yield % from dividends | 1.15 | 1.12 | 103% |
| Returns for 1 year | 15.89 | 14.43 | 110% |
| Returns for 3 years | 84.01 | 78.10 | 108% |
| Returns for 5 years | 92.40 | 76.89 | 120% |
| Returns for 10 years | 235.66 | 225.09 | 105% |
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