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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$483.55
Change-$1.30 (-0.27%)
VolumeN/A
Net Assets12.26B
Vanguard Total Stock Mkt Idx Instl Sel
Price$303.34
Change-$0.81 (-0.27%)
VolumeN/A
Net Assets1.91T
STBIX vs VSTSX Comparison Chart in %
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STBIX vs. VSTSX commentary
Aug 18, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. STBIX (12.3B). STBIX (1.25) and VSTSX (1.20) have matching dividends . STBIX was incepted earlier than VSTSX: STBIX (22 years) vs VSTSX (9 years). STBIX (0.35) is less costly to investors than VSTSX (0.01). STBIX is a more actively managed with annual turnover of: 4.00 vs. VSTSX (2.00). STBIX has a lower initial minimum investment than VSTSX: STBIX (25000000) vs VSTSX (5000000000). STBIX annual gain was more profitable for investors over the last year : 17.52 vs. VSTSX (16.23). STBIX return over 5 years is better than : 96.79 vs. VSTSX (85.95).
| STBIX | VSTSX | STBIX / VSTSX | |
| Total Expense Ratio | 0.27 | 0.01 | 2,700% |
| Annual Report Gross Expense Ratio | 0.35 | 0.01 | 3,500% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 10.324 | 9.284 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.91T | 1% |
| Annual Yield % from dividends | 1.25 | 1.20 | 104% |
| Returns for 1 year | 17.52 | 16.23 | 108% |
| Returns for 3 years | 53.19 | 46.90 | 113% |
| Returns for 5 years | 96.79 | 85.95 | 113% |
| Returns for 10 years | 208.12 | N/A | - |